Ownership history in Heritage Investment Group, Inc. Β· 11 quarters on record
This page tracks every 13F SEC filing in which Heritage Investment Group, Inc. reported a position in DIMENSIONAL ETF TRUST (DFEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Heritage Investment Group, Inc. underperformed the S&P 500 by β3.2% annually on this DFEM position. Timing score: 70% (7/10 decisions correct). Average cost basis: $24.61. Maximum drawdown during holding period: β6.3%.
β οΈ Trailed SPY by 3.2% ann. on this position.
10 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
7 of 10 add/trim decisions correct
Best entry: $22.07 (2023 Q3) Β· Worst: $33.08 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 1 trim. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Heritage Investment Group, Inc. has been actively increasing its DFEM allocation β a bullish signal from insiders.
Currently 2.81% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.