Heritage Investment Group, Inc. DFUS Holdings History
Heritage Investment Group, Inc.'s Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-06-30, Heritage Investment Group, Inc. held 504,951.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $33.84 Mil. This investment constitutes 5.83% of their stock portfolio, and Heritage Investment Group, Inc. now holds 0.22% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q4. In addition, there have been 14 sales at an average price of $50.54 for 23,468.00 shares. Based on historical transaction data and DFUS's current price of $68.81, Heritage Investment Group, Inc.'s estimated gain on his DFUS holdings is $9.44 Mil, reflecting a 35.62% gain to date.
Heritage Investment Group, Inc. DFUS ($68.81) Holding Chart
Heritage Investment Group, Inc. DFUS ($68.81) 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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