Heritage Investment Group, Inc. DFAU Holdings History
Heritage Investment Group, Inc.'s Dimensional US Core Equity Market ETF Holding Summary
As of 2025-06-30, Heritage Investment Group, Inc. held 514,569.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $21.80 Mil. This investment constitutes 3.76% of their stock portfolio, and Heritage Investment Group, Inc. now holds 0.25% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2022Q4. And since then Heritage Investment Group, Inc. has made 10 purchases of DFAU, at an average price of $30.61, for a total of 520,723.00 shares. In addition, there have been 1 sales at an average price of $28.19 for 6,154.00 shares. Based on historical transaction data and DFAU's current price of $43.53, Heritage Investment Group, Inc.'s estimated gain on his DFAU holdings is $6.63 Mil, reflecting a 41.61% gain to date.
Heritage Investment Group, Inc. DFAU ($43.53) Holding Chart
Heritage Investment Group, Inc. DFAU ($43.53) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
