HIG
Heritage Investment Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.51M | Buy |
153,954
+1,399
| +0.9% | +$59.1K | 1.12% | 18 |
|
|
2025
Q1 | $6.42M | Sell |
152,555
-3,389
| -2% | -$143K | 1.21% | 16 |
|
|
2024
Q4 | $6.44M | Buy |
155,944
+91,321
| +141% | +$3.77M | 1.2% | 16 |
|
|
2024
Q3 | $2.79M | Buy |
64,623
+4,231
| +7% | +$183K | 0.53% | 21 |
|
|
2024
Q2 | $2.51M | Buy |
60,392
+1,837
| +3% | +$76.3K | 0.52% | 20 |
|
|
2024
Q1 | $2.46M | Buy |
58,555
+2,583
| +5% | +$108K | 0.51% | 22 |
|
|
2023
Q4 | $2.37M | Buy |
55,972
+2,148
| +4% | +$91.1K | 0.53% | 21 |
|
|
2023
Q3 | $2.17M | Buy |
+53,824
| New | +$2.17M | 0.59% | 20 |
|