Heritage Investment Group, Inc. DFAE Holdings History
Heritage Investment Group, Inc.'s Dimensional Emerging Core Equity Market ETF Holding Summary
As of 2025-06-30, Heritage Investment Group, Inc. held 71,408.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $2.07 Mil. This investment constitutes 0.36% of their stock portfolio, and Heritage Investment Group, Inc. now holds 0.03% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.
The initial trade took place in 2024Q4. And since then Heritage Investment Group, Inc. has made 2 purchases of DFAE, at an average price of $26.75, for a total of 71,408.00 shares. Based on historical transaction data and DFAE's current price of $29.98, Heritage Investment Group, Inc.'s estimated gain on his DFAE holdings is $230,553.34, reflecting a 12.07% gain to date.
Heritage Investment Group, Inc. DFAE ($29.98) Holding Chart
Heritage Investment Group, Inc. DFAE ($29.98) 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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