Number of Shares
936,355.00
Current Holdings Value*
$39.59 Mil
% of Portfolio
6.82%
Total Estimate Gain
$10.11 Mil
% of Total Estimate Gain
27.12%

Heritage Investment Group, Inc.'s Dimensional US Marketwide Value ETF Holding Summary

As of 2025-06-30, Heritage Investment Group, Inc. held 936,355.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $39.59 Mil. This investment constitutes 6.82% of their stock portfolio, and Heritage Investment Group, Inc. now holds 0.34% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.

The initial trade took place in 2022Q2. And since then Heritage Investment Group, Inc. has made 1 purchases of DFUV, at an average price of $33.27, for a total of 1.12 Mil shares. In addition, there have been 12 sales at an average price of $37.00 for 183,750.00 shares. Based on historical transaction data and DFUV's current price of $43.33, Heritage Investment Group, Inc.'s estimated gain on his DFUV holdings is $10.11 Mil, reflecting a 27.12% gain to date.

Heritage Investment Group, Inc. DFUV ($43.33) Holding Chart

Heritage Investment Group, Inc. DFUV ($43.33) 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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