Heritage Investment Group, Inc. Dimensional ETF Tr U S Equity Transaction History

Heritage Investment Group, Inc.

  • $612 Million
  • Q3 2025

A detailed history of Heritage Investment Group, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 504,861 shares of DFUS stock, worth $36.8 Million. This represents 5.98% of its overall portfolio holdings.

Number of Shares
504,861
Previous 504,951 0.02%
Holding current value
$36.8 Million
Previous $33.8 Million 8.07%
% of portfolio
5.98%
Previous 5.95%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$67.01 - $72.84 $6,030 - $6,555
-90 Reduced 0.02%
504,861 $36.6 Million
Q2 2025

Jul 17, 2025
SELL
$53.65 - $67.02 $134,554 - $168,086
-2,508 Reduced 0.49%
504,951 $33.8 Million
Q1 2025

Apr 25, 2025
SELL
$59.61 - $66.71 $36,242 - $40,559
-608 Reduced 0.12%
507,459 $30.7 Million
Q4 2024

Jan 28, 2025
SELL
$61.52 - $66.5 $48,785 - $52,734
-793 Reduced 0.16%
508,067 $32.4 Million
Q3 2024

Nov 06, 2024
SELL
$56.04 - $62.2 $131,077 - $145,485
-2,339 Reduced 0.46%
508,860 $31.7 Million
Q2 2024

Jul 22, 2024
SELL
$53.83 - $59.14 $132,098 - $145,129
-2,454 Reduced 0.48%
511,199 $30.1 Million
Q1 2024

May 02, 2024
SELL
$50.79 - $56.98 $27,426 - $30,769
-540 Reduced 0.11%
513,653 $29.3 Million
Q4 2023

Feb 01, 2024
SELL
$44.51 - $52.0 $33,516 - $39,156
-753 Reduced 0.15%
514,193 $26.7 Million
Q3 2023

Nov 03, 2023
SELL
$46.29 - $49.87 $19,164 - $20,646
-414 Reduced 0.08%
514,946 $24 Million
Q2 2023

Jul 17, 2023
SELL
$43.77 - $48.16 $84,826 - $93,334
-1,938 Reduced 0.37%
515,360 $24.8 Million
Q1 2023

May 02, 2023
SELL
$41.24 - $45.43 $190,322 - $209,659
-4,615 Reduced 0.88%
517,298 $23 Million
Q4 2022

Feb 06, 2023
SELL
$38.86 - $44.32 $73,834 - $84,208
-1,900 Reduced 0.36%
521,913 $21.7 Million
Q3 2022

Nov 07, 2022
SELL
$38.82 - $46.57 $27,174 - $32,599
-700 Reduced 0.13%
523,813 $20.3 Million
Q2 2022

Aug 02, 2022
SELL
$39.62 - $49.51 $99,248 - $124,022
-2,505 Reduced 0.48%
524,513 $21.4 Million
Q1 2022

May 03, 2022
SELL
$45.16 - $52.01 $63,269 - $72,866
-1,401 Reduced 0.27%
527,018 $25.8 Million
Q4 2021

Feb 09, 2022
BUY
$47.05 - $51.98 $24.9 Million - $27.5 Million
528,419 New
528,419 $27.3 Million

Others Institutions Holding DFUS

# of Institutions
840
Shares Held
206M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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