Dimensional Fund Advisors’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $968K | Buy |
95,775
+9,191
| +11% | +$92.9K | ﹤0.01% | 2894 |
|
|
2025
Q1 | $783K | Buy |
86,584
+24,550
| +40% | +$222K | ﹤0.01% | 2925 |
|
|
2024
Q4 | $599K | Buy |
62,034
+42,967
| +225% | +$415K | ﹤0.01% | 3003 |
|
|
2024
Q3 | $194K | Buy |
19,067
+5,714
| +43% | +$58.1K | ﹤0.01% | 3177 |
|
|
2024
Q2 | $139K | Buy |
+13,353
| New | +$139K | ﹤0.01% | 3209 |
|