Heritage Investment Group, Inc.
Position in DCOR — Dimensional US Core Equity 1 ETF
CIK 1876811
POMPANO BEACH, FL
Position in DCOR
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$12,126,450
+$2,538,573 QoQ
Shares Held
168,236
+29.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
16.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DCOR Over Time
Shares Held
Position Value (USD)
All Filings in DCOR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,126,450 | 168,236 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $9,587,877 | 130,217 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $9,557,085 | 132,848 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $8,968,796 | 134,163 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,150,980 | 18,767 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,203,320 | 18,755 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||