Heritage Investment Group, Inc. Purchases in Q2 2025

Heritage Investment Group, Inc.

  • $569 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
17.2K
+ 52.81%
$272.36 - $339.57 $4.67M - $5.82M
49.6K $16.9M
VTWO
Vanguard Russell 2000 ETF

ETFs
49.7K
+ 134.65%
$70.56 - $87.22 $3.51M - $4.34M
86.7K $7.56M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
82.6K
+ 11.28%
$48.13 - $49.85 $3.98M - $4.12M
815K $40M
DFAU
Dimensional ETF Tr

ETFs
13.1K
+ 2.62%
$34.04 - $42.36 $447K - $556K
515K $21.8M
SUB
Ishares Short Term National Mu

ETFs
20.5K
+ 4.39%
$104.77 - $106.34 $2.14M - $2.18M
486K $51.7M
DFAE
Dimensional ETF Tr

ETFs
57.6K
+ 415.77%
$22.87 - $28.95 $1.32M - $1.67M
71.4K $2.07M
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.34K
+ 0.3%
$24.94 - $31.15 $33.5K - $41.8K
447K $13.9M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.24K
+ 1.66%
$61.79 - $76.67 $138K - $172K
137K $10.4M
REET
Ishares Global Reit ETF

ETFs
16.3K
+ 1.05%
$21.59 - $25.16 $352K - $410K
1.58M $38.9M
MUB
Ishares National Muni Bond ETF

ETFs
9.22K
New
$102.31 - $105.8 $943K - $975K
9.22K $963K
DFAI
Dimensional ETF Tr

ETFs
16.1K
+ 63.36%
$28.02 - $34.71 $450K - $558K
41.4K $1.43M
VEA
Vanguard Ftse Developed Market

ETFs
2.95K
+ 10.32%
$45.65 - $57.01 $135K - $168K
31.5K $1.8M
META
Meta Platforms, Inc.

Communication Services
200
+ 29.2%
$484.66 - $738.09 $96.9K - $148K
885 $653K
XLK
Technology Sector Spdr

ETFs
859
New
$179.73 - $253.23 $154K - $218K
859 $217K
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.53K
+ 1.79%
$47.09 - $48.01 $119K - $122K
144K $6.9M
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.17K
+ 20.39%
$29.36 - $35.56 $63.8K - $77.3K
12.8K $456K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.4K
+ 0.92%
$41.1 - $42.37 $57.5K - $59.3K
154K $6.51M
INTU
Intuit Inc

Technology
1
+ 0.28%
$544.07 - $787.63 $544 - $788
364 $286K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
484
+ 3.36%
$102.02 - $103.5 $49.4K - $50.1K
14.9K $1.53M
UNP
Union Pacific Corp

Industrials
113
+ 4.87%
$208.27 - $238.46 $23.5K - $26.9K
2.43K $559K
Dimensional ETF Trust
7.99K
+ 25.06%
N/A
39.9K $0
Dimensional ETF Trust
115K
+ 614.89%
N/A
134K $0
Activity Summary
Buys All Purchases 23 New Holdings 2 Increased Positions 21 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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