Heritage Investment Group, Inc. DFAS Holdings History
Heritage Investment Group, Inc.'s Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-06-30, Heritage Investment Group, Inc. held 451,597.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $28.77 Mil. This investment constitutes 4.96% of their stock portfolio, and Heritage Investment Group, Inc. now holds 0.28% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2021Q4. In addition, there have been 14 sales at an average price of $56.29 for 99,518.00 shares. Based on historical transaction data and DFAS's current price of $66.42, Heritage Investment Group, Inc.'s estimated gain on his DFAS holdings is $2.99 Mil, reflecting a 9.18% gain to date.
Heritage Investment Group, Inc. DFAS ($66.42) Holding Chart
Heritage Investment Group, Inc. DFAS ($66.42) 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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