Dimensional Fund Advisors’s Heritage Global HGBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
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|
2025
Q1 | $524K | Hold |
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|
2024
Q4 | $444K | Sell |
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|
2024
Q3 | $574K | Sell |
|
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $863K | Buy |
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|
2023
Q2 | $550K | Buy |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q4 | $112 | Buy |
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|
2022
Q3 | $42K | Hold |
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|
2022
Q2 | $39K | Hold |
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|
2022
Q1 | $35K | Hold |
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|
2021
Q4 | $48K | Sell |
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|
2021
Q3 | $58K | Buy |
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|
2021
Q2 | $62K | Buy |
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