account_balance
Investment manager · 13F filer · SEC CIK 1876811
Heritage Investment Group, Inc.
Reported value$732Mas of Sep 30, 2026
Positions130 4 new, 9 sold out
Top 10 weight67.4%DFAC alone is 14%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
14.0%
IVViShares Tr
11.6%
SUBiShares Tr
6.8%Trimmed −13%
REETiShares Tr
6.3%
DFUVDimensional ETF Trust
6.3%
DFUSDimensional ETF Trust
5.7%
VTEBVanguard Mun Bd FDS
4.8%Trimmed −15%
DFASDimensional ETF Trust
4.6%
DFAUDimensional ETF Trust
4.1%
DFEMDimensional ETF Trust
3.2%Added +4%
IWBiShares Tr
3.1%Trimmed −2%
IJRiShares Tr
2.8%Added +5%
DFACDimensional ETF Trust
14.0%
IVViShares Tr
11.6%
SUBiShares Tr
6.8%Trimmed −13%
REETiShares Tr
6.3%
DFUVDimensional ETF Trust
6.3%
DFUSDimensional ETF Trust
5.7%
VTEBVanguard Mun Bd FDS
4.8%
DFASDimensional ETF Trust
4.6%
DFAUDimensional ETF Trust
4.1%
DFEM3.2%
IWB3.1%
IJR2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 14.0% Held
IVV iShares Tr 11.6% Held
SUB iShares Tr 6.8% Trimmed −13%
REET iShares Tr 6.3% Held
DFUV Dimensional ETF Trust 6.3% Held
DFUS Dimensional ETF Trust 5.7% Held
VTEB Vanguard Mun Bd FDS 4.8% Trimmed −15%
DFAS Dimensional ETF Trust 4.6% Held
DFAU Dimensional ETF Trust 4.1% Held
DFEM Dimensional ETF Trust 3.2% Added +4%
IWB iShares Tr 3.1% Trimmed −2%
IJR iShares Tr 2.8% Added +5%
What changed
Biggest moves since Jun 30, 2026
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