Heritage Investment Group, Inc. DCOR Holdings History
Heritage Investment Group, Inc.'s Dimensional US Core Equity 1 ETF Holding Summary
As of 2025-06-30, Heritage Investment Group, Inc. held 134,163.00 shares of Dimensional US Core Equity 1 ETF(DCOR), totaling $8.97 Mil. This investment constitutes 1.55% of their stock portfolio, and Heritage Investment Group, Inc. now holds 0.49% of the outstanding Dimensional US Core Equity 1 ETF(DCOR) stock.
The initial trade took place in 2024Q4. And since then Heritage Investment Group, Inc. has made 3 purchases of DCOR, at an average price of $62.61, for a total of 134,163.00 shares. Based on historical transaction data and DCOR's current price of $68.83, Heritage Investment Group, Inc.'s estimated gain on his DCOR holdings is $834,521.78, reflecting a 9.93% gain to date.
Heritage Investment Group, Inc. DCOR ($68.83) Holding Chart
Heritage Investment Group, Inc. DCOR ($68.83) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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