de Dimensional Fund Advisors Heritage Financial HFWA Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 60.6 M | Comprar |
2,044,399
+87,922
| +4% | +USD 2.42 M | 0.01% | 1486 |
|
|
2026
Q1 | USD 50.9 M | Vender |
1,956,477
-22,133
| -1% | -USD 575 k | 0.01% | 1492 |
|
|
2025
Q4 | USD 46.8 M | Vender |
1,978,610
-49,683
| -2% | -USD 1.17 M | 0.01% | 1542 |
|
|
2025
Q3 | USD 49.1 M | Vender |
2,028,293
-9,666
| -0.5% | -USD 234 k | 0.01% | 1531 |
|
|
2025
Q2 | USD 48.6 M | Vender |
2,037,959
-30,806
| -1% | -USD 709 k | 0.01% | 1514 |
|
|
2025
Q1 | USD 50.3 M | Comprar |
2,068,765
+411
| +0% | +USD 10 k | 0.01% | 1472 |
|
|
2024
Q4 | USD 50.7 M | Comprar |
2,068,354
+33,429
| +2% | +USD 812 k | 0.01% | 1515 |
|
|
2024
Q3 | USD 44.3 M | Comprar |
2,034,925
+100,073
| +5% | +USD 2.13 M | 0.01% | 1575 |
|
|
2024
Q2 | USD 34.9 M | Comprar |
1,934,852
+80,044
| +4% | +USD 1.44 M | 0.01% | 1683 |
|
|
2024
Q1 | USD 36 M | Comprar |
1,854,808
+121,086
| +7% | +USD 2.33 M | 0.01% | 1677 |
|
|
2023
Q4 | USD 37.1 M | Comprar |
1,733,722
+92,319
| +6% | +USD 1.67 M | 0.01% | 1644 |
|
|
2023
Q3 | USD 26.8 M | Vender |
1,641,403
-183,738
| -10% | -USD 3.21 M | 0.01% | 1762 |
|
|
2023
Q2 | USD 29.5 M | Vender |
1,825,141
-251,380
| -12% | -USD 4.38 M | 0.01% | 1713 |
|
|
2023
Q1 | USD 44.4 M | Comprar |
+2,076,521
| Nuevas | +USD 56 M | 0.02% | 1412 |
|
|
2022
Q3 | USD 53.5 M | Comprar |
2,021,106
+118,197
| +6% | +USD 3.12 M | 0.02% | 1167 |
|
|
2022
Q2 | USD 47.9 M | Comprar |
1,902,909
+103,715
| +6% | +USD 2.59 M | 0.02% | 1318 |
|
|
2022
Q1 | USD 45.1 M | Comprar |
1,799,194
+168,118
| +10% | +USD 4.29 M | 0.01% | 1489 |
|
|
2021
Q4 | USD 39.9 M | Comprar |
1,631,076
+38,169
| +2% | +USD 942 k | 0.01% | 1577 |
|
|
2021
Q3 | USD 40.6 M | Vender |
1,592,907
-68,345
| -4% | -USD 1.66 M | 0.01% | 1567 |
|
|
2021
Q2 | USD 41.6 M | Comprar |
1,661,252
+21,163
| +1% | +USD 589 k | 0.01% | 1584 |
|
|
2021
Q1 | USD 46.3 M | Vender |
1,640,089
-32,332
| -2% | -USD 847 k | 0.02% | 1502 |
|
|
2020
Q4 | USD 39.1 M | Vender |
1,672,421
-45,008
| -3% | -USD 1.01 M | 0.01% | 1573 |
|
|
2020
Q3 | USD 31.6 M | Vender |
1,717,429
-8,569
| -0.5% | -USD 168 k | 0.01% | 1563 |
|
|
2020
Q2 | USD 34.5 M | Comprar |
1,725,998
+16,656
| +1% | +USD 314 k | 0.02% | 1514 |
|
|
2020
Q1 | USD 34.2 M | Vender |
1,709,342
-29,272
| -2% | -USD 723 k | 0.02% | 1358 |
|
|
2019
Q4 | USD 49.2 M | Comprar |
1,738,614
+3,762
| +0.2% | +USD 104 k | 0.02% | 1454 |
|
|
2019
Q3 | USD 46.8 M | Vender |
1,734,852
-8,354
| -0.5% | -USD 231 k | 0.02% | 1443 |
|
|
2019
Q2 | USD 51.5 M | Comprar |
1,743,206
+10,071
| +0.6% | +USD 303 k | 0.02% | 1404 |
|
|
2019
Q1 | USD 52.2 M | Comprar |
1,733,135
+4,893
| +0.3% | +USD 153 k | 0.02% | 1359 |
|
|
2018
Q4 | USD 51.4 M | Comprar |
1,728,242
+23,241
| +1% | +USD 760 k | 0.02% | 1209 |
|
|
2018
Q3 | USD 59.9 M | Comprar |
1,705,001
+6,399
| +0.4% | +USD 230 k | 0.02% | 1256 |
|
|
2018
Q2 | USD 59.2 M | Vender |
1,698,602
-73,692
| -4% | -USD 2.36 M | 0.02% | 1230 |
|
|
2018
Q1 | USD 54.2 M | Vender |
1,772,294
-69,264
| -4% | -USD 2.14 M | 0.02% | 1247 |
|
|
2017
Q4 | USD 56.7 M | Comprar |
1,841,558
+115,714
| +7% | +USD 3.56 M | 0.02% | 1214 |
|
|
2017
Q3 | USD 50.9 M | Comprar |
1,725,844
+106,130
| +7% | +USD 2.85 M | 0.02% | 1281 |
|
|
2017
Q2 | USD 42.9 M | Comprar |
1,619,714
+110,898
| +7% | +USD 2.78 M | 0.02% | 1409 |
|
|
2017
Q1 | USD 37.3 M | Comprar |
1,508,816
+103,521
| +7% | +USD 2.59 M | 0.02% | 1500 |
|
|
2016
Q4 | USD 36.2 M | Comprar |
1,405,295
+93,629
| +7% | +USD 2 M | 0.02% | 1478 |
|
|
2016
Q3 | USD 23.5 M | Comprar |
1,311,666
+70,489
| +6% | +USD 1.26 M | 0.01% | 1782 |
|
|
2016
Q2 | USD 21.8 M | Comprar |
1,241,177
+93,153
| +8% | +USD 1.65 M | 0.01% | 1763 |
|
|
2016
Q1 | USD 20.2 M | Comprar |
1,148,024
+91,643
| +9% | +USD 1.62 M | 0.01% | 1805 |
|
|
2015
Q4 | USD 19.9 M | Comprar |
1,056,381
+97,366
| +10% | +USD 1.84 M | 0.01% | 1789 |
|
|
2015
Q3 | USD 18 M | Comprar |
959,015
+55,794
| +6% | +USD 1.01 M | 0.01% | 1852 |
|
|
2015
Q2 | USD 16.1 M | Comprar |
903,221
+29,118
| +3% | +USD 504 k | 0.01% | 2007 |
|
|
2015
Q1 | USD 14.9 M | Comprar |
874,103
+40,840
| +5% | +USD 667 k | 0.01% | 2021 |
|
|
2014
Q4 | USD 14.6 M | Comprar |
833,263
+66,432
| +9% | +USD 1.14 M | 0.01% | 2028 |
|
|
2014
Q3 | USD 12.1 M | Vender |
766,831
-2,488
| -0.3% | -USD 40.3 k | 0.01% | 2052 |
|
|
2014
Q2 | USD 12.4 M | Comprar |
769,319
+351,858
| +84% | +USD 5.72 M | 0.01% | 2073 |
|
|
2014
Q1 | USD 7.06 M | Comprar |
417,461
+7,862
| +2% | +USD 137 k | 0.01% | 2397 |
|
|
2013
Q4 | USD 7.01 M | Comprar |
409,599
+13,991
| +4% | +USD 229 k | 0.01% | 2397 |
|
|
2013
Q3 | USD 6.14 M | Comprar |
395,608
+5,079
| +1% | +USD 79.7 k | 0.01% | 2434 |
|
|
2013
Q2 | USD 5.72 M | Comprar |
+390,529
| Nuevas | +USD 5.46 M | 0.01% | 2410 |
|
Otros fondos que tienen HFWA en su cartera
Posición de Dimensional Fund Advisors en HFWA: resumen de T2 2026
Dimensional Fund Advisors aumentó su participación en Heritage Financial (HFWA) en 4.5% durante T2 2026, al comprar aproximadamente USD 2.42 M y elevar la posición a 2,044,399 acciones con un valor de USD 60.6 M. La posición representa 0.01% de la cartera y ocupa el puesto #1486.
Dimensional Fund Advisors reportó por primera vez una posición en HFWA en T2 2013 y la ha mantenido durante 52 trimestres desde entonces. Al cierre de T2 2026, 191 fondos que sigue Wall St. Rank mantienen una posición en HFWA.
- Al cierre de T2 2026, Dimensional Fund Advisors tenía 2,044,399 acciones de Heritage Financial con un valor de USD 60.6 M.
- Dimensional Fund Advisors compró 87,922 acciones de Heritage Financial en T2 2026, por un monto estimado de USD 2.42 M.
- Heritage Financial representó 0.01% de la cartera de Dimensional Fund Advisors en T2 2026 y fue su posición número 1486.
- Dimensional Fund Advisors reportó por primera vez una posición en Heritage Financial en T2 2013 y la ha mantenido durante 52 trimestres desde entonces.
- Al cierre de T2 2026, 191 fondos que sigue Wall St. Rank tenían Heritage Financial en cartera.
Según el Informe 13F de Dimensional Fund Advisors correspondiente a T2 2026, presentado el 11 ago 2026.