Heritage Investment Group, Inc. Dimensional ETF Tr Short Durat Transaction History

Heritage Investment Group, Inc.

$569 Million
Q2 2025

A detailed history of Heritage Investment Group, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 143,670 shares of DFSD stock, worth $6.89 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

143,670

Previous 141,137 1.79%

Holding current value

$6.89 Million

Previous $6.71 Million 2.85%

% of portfolio

1.21%

Previous 1.27%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$47.09 - $48.01 $119,278 - $121,609	2,533 Added 1.79%	143,670 $6.9 Million
Q1 2025 Apr 25, 2025	BUY	$46.74 - $47.55 $1,963 - $1,997	42 Added 0.03%	141,137 $6.71 Million
Q4 2024 Jan 28, 2025	BUY	$46.75 - $47.8 $455,298 - $465,524	9,739 Added 7.41%	141,095 $6.61 Million
Q3 2024 Nov 06, 2024	BUY	$47.0 - $47.84 $408,759 - $416,064	8,697 Added 7.09%	131,356 $6.27 Million
Q2 2024 Jul 22, 2024	BUY	$46.64 - $47.15 $297,376 - $300,628	6,376 Added 5.48%	122,659 $5.76 Million
Q1 2024 May 02, 2024	BUY	$46.78 - $47.19 $274,598 - $277,005	5,870 Added 5.32%	116,283 $5.47 Million
Q4 2023 Feb 01, 2024	BUY	$46.16 - $47.09 $241,185 - $246,045	5,225 Added 4.97%	110,413 $5.19 Million
Q3 2023 Nov 03, 2023	BUY	$46.24 - $46.65 $4.86 Million - $4.91 Million	105,188 New	105,188 $4.88 Million

Others Institutions Holding DFSD

# of Institutions

362

Shares Held

71.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

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Heritage Investment Group, Inc. Dimensional ETF Tr Short Durat Transaction History