DIMENSIONAL FUND ADVISORS LP

CIK

354204

City

AUSTIN

State / Country

Stock

HFWA — Heritage Financial Corp /Wa/

Top Portfolio Positions

3,152 positions · $470,983,062,913 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	94,521,253	$16,484,506,522	3.50%
AAPL	Apple Inc. Technology	58,554,032	$14,860,427,780	3.16%
MSFT	Microsoft Corp Technology	29,323,744	$10,854,770,313	2.30%
AMZN	Amazon Com Inc Consumer Cyclical	39,029,984	$8,128,774,765	1.73%
META	Meta Platforms, Inc. Communication Services	10,429,812	$5,967,208,338	1.27%
JPM	Jpmorgan Chase & Co Financial Services	18,968,884	$5,579,886,915	1.18%
GOOGL	Alphabet Inc. Communication Services	18,281,276	$5,256,963,724	1.12%
XOM	Exxon Mobil Corp Energy	28,364,314	$4,812,289,511	1.02%
AVGO	Broadcom Inc. Technology	12,722,632	$3,937,781,828	0.84%
JNJ	Johnson & Johnson Healthcare	15,832,514	$3,870,099,719	0.82%

Portfolio Trend

25 quarters · across all stocks

Holdings in HFWA

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$50,868,402	1,956,477	-1.1%	Shares	Sole	2026-05-07
2025-12-31	$46,794,124	1,978,610	-2.4%	Shares	Sole	2026-02-12
2025-09-30	$49,064,406	2,028,293	-0.5%	Shares	Sole	2025-11-12
2025-06-30	$48,584,941	2,037,959	-1.5%	Shares	Sole	2025-08-12
2025-03-31	$50,333,050	2,068,765	+0.0%	Shares	Sole	2025-05-13
2024-12-31	$50,674,671	2,068,354	+1.6%	Shares	Sole	2025-02-13
2024-09-30	$44,300,315	2,034,925	+5.2%	Shares	Sole	2024-11-07
2024-06-30	$34,885,379	1,934,852	+4.3%	Shares	Sole	2024-08-09
2024-03-31	$35,964,725	1,854,808	+7.0%	Shares	Sole	2024-05-10
2023-12-31	$37,084,311	1,733,722	+5.6%	Shares	Sole	2024-02-07
2023-09-30	$26,771,280	1,641,403	-10.1%	Shares	Defined	2023-11-09
2023-06-30	$29,512,527	1,825,141	-12.1%	Shares	Sole	2023-08-09
2023-03-31	$44,437,547	2,076,521	+2.2%	Shares	Sole	2023-05-12
2022-12-31	$62,235,627	2,031,189	+0.5%	Shares	Sole	2023-02-09
2022-09-30	$53,498,673	2,021,106	+6.2%	Shares	Sole	2022-11-10
2022-06-30	$47,877,188	1,902,909	+5.8%	Shares	Sole	2022-08-12
2022-03-31	$45,087,801	1,799,194	+10.3%	Shares	Defined	2022-05-13
2021-12-31	$39,863,497	1,631,076	+2.4%	Shares	Defined	2022-02-09
2021-09-30	$40,619,128	1,592,907	-4.1%	Shares	Defined	2021-11-12
2021-06-30	$41,564,525	1,661,252	+1.3%	Shares	Defined	2021-08-12
2021-03-31	$46,316,113	1,640,089	-1.9%	Shares	Defined	2021-05-14
2020-12-31	$39,117,927	1,672,421	-2.6%	Shares	Defined	2021-02-25
2020-09-30	$31,583,519	1,717,429	-0.5%	Shares	Defined	2020-11-12
2020-06-30	$34,519,960	1,725,998	+1.0%	Shares	Defined	2020-08-13
2020-03-31	$34,186,840	1,709,342	—	Shares	Defined	2020-05-14
No 13F history on record for this holder in this stock.