Heritage Investment Group, Inc. DFAC Holdings History
Heritage Investment Group, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, Heritage Investment Group, Inc. held 2.21 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $79.26 Mil. This investment constitutes 13.66% of their stock portfolio, and Heritage Investment Group, Inc. now holds 0.23% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then Heritage Investment Group, Inc. has made 10 purchases of DFAC, at an average price of $24.87, for a total of 2.43 Mil shares. In addition, there have been 3 sales at an average price of $30.99 for 222,950.00 shares. Based on historical transaction data and DFAC's current price of $36.95, Heritage Investment Group, Inc.'s estimated gain on his DFAC holdings is $28.09 Mil, reflecting a 46.40% gain to date.
Heritage Investment Group, Inc. DFAC ($36.95) Holding Chart
Heritage Investment Group, Inc. DFAC ($36.95) 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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