DFAU — DIMENSIONAL ETF TRUST

Ownership history in Heritage Investment Group, Inc.  ·  13 quarters on record

This page tracks every 13F SEC filing in which Heritage Investment Group, Inc. reported a position in DIMENSIONAL ETF TRUST (DFAU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.02% (2025 Q4)
Avg. % of fund
3.18%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 563,934 +24,734 +4.6% 4.02% $26.4M $46.80
2025 Q3 ADDED 539,200 +24,631 +4.8% 3.95% $24.7M $45.64
2025 Q2 ADDED 514,569 +13,119 +2.6% 3.76% $21.8M $42.14
2025 Q1 ADDED 501,450 +3,840 +0.8% 3.62% $19.3M $38.13
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAU price (monthly, adj. close)

Other funds also holding DFAU

As of 2025 Q4 — sorted by position size

MARS JEWETT FINANCIAL GROUP, INC. 44.26% Aquire Wealth Advisors, LLC 3Y 40.35% Kooman & Associates 3Y 39.17% Blankinship & Foster, LLC 3Y 7Y 26.85% Two West Capital Advisors LLC 21.42% Pioneer Wealth Management Group 21.02% Spinnaker Investment Group, LLC 3Y 20.59% Valued Wealth Advisors LLC 18.57% Essential Planning, LLC. 3Y 17.41% Amicus Financial Advisors, LLC 16.69%
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