Heritage Investment Group, Inc. Dimensional ETF Tr Transaction History

Heritage Investment Group, Inc.

  • $612 Million
  • Q3 2025

A detailed history of Heritage Investment Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 5,567 shares of DFIV stock, worth $266,714. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,567
Previous 5,567 -0.0%
Holding current value
$266,714
Previous $238,000 7.56%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$35.33 - $40.77 $196,682 - $226,966
5,567 New
5,567 $219,000
Q2 2024

Jul 22, 2024
SELL
$35.5 - $38.02 $14,768 - $15,816
-416 Reduced 6.89%
5,620 $201,000
Q4 2023

Feb 01, 2024
BUY
$30.86 - $34.46 $186,270 - $208,000
6,036 New
6,036 $207,000
Q2 2022

Aug 02, 2022
SELL
$28.66 - $33.84 $177,806 - $209,943
-6,204 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$31.61 - $34.21 $196,108 - $212,238
6,204 New
6,204 $204,000

Others Institutions Holding DFIV

# of Institutions
792
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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