Heritage Investment Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Heritage Investment Group, Inc.
- $612 Million
- Q3 2025
A detailed history of Heritage Investment Group, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 14,791 shares of DUHP stock, worth $557,029. This represents 0.09% of its overall portfolio holdings.
Number of Shares
14,791
Previous 12,836
15.23%
Holding current value
$557,029
Previous $456,000
22.37%
% of portfolio
0.09%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
223MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio