Question 1

Does Dimensional Fund Advisors own HRTG stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Dimensional Fund Advisors holds 1,310,615 shares of HRTG (Heritage Insurance), worth $34.2M.

Question 2

How many shares of HRTG does Dimensional Fund Advisors own?

Accepted Answer

As of its Q2 2026 13F, Dimensional Fund Advisors holds 1,310,615 shares of HRTG (Heritage Insurance).

Question 3

What is Dimensional Fund Advisors' HRTG position worth?

Accepted Answer

As of its Q2 2026 13F, Dimensional Fund Advisors' HRTG position is worth $34.2M.

Question 4

Is Dimensional Fund Advisors buying or selling HRTG?

Accepted Answer

In Q2 2026, Dimensional Fund Advisors increased its HRTG position by 63,692 shares (+5.1%).

Question 5

When did Dimensional Fund Advisors first buy HRTG?

Accepted Answer

Dimensional Fund Advisors already held HRTG in its Q3 2019 13F, the earliest on record, and has listed it in 28 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.3M	+5.1%	$34.2M	0.0%	$26.08	30
2026-Q1	Increased	1.2M	+3.0%	$32.7M	0.0%	$26.25	30
2025-Q4	Decreased	1.2M	-4.1%	$35.4M	0.0%	$29.26	0
2025-Q3	Decreased	1.3M	-11.1%	$31.8M	0.0%	$25.18	0
2025-Q2	Decreased	1.4M	-8.0%	$35.4M	0.0%	$24.94	0
2025-Q1	Decreased	1.5M	-1.7%	$22.2M	0.0%	$14.42	0
2024-Q4	Increased	1.6M	+14.1%	$19M	0.0%	$12.10	32
2024-Q3	Decreased	1.4M	-2.7%	$16.9M	0.0%	$12.24	0
2024-Q2	Increased	1.4M	+7.4%	$10M	0.0%	$7.08	30
2024-Q1	Increased	1.3M	+19.4%	$14M	0.0%	$10.65	33
2023-Q4	Increased	1.1M	+21.3%	$7.2M	0.0%	$6.52	33
2023-Q3	Increased	909,749	+16.4%	$5.9M	0.0%	$6.49	31
2023-Q2	Increased	781,877	+14.4%	$3M	0.0%	$3.85	30
2023-Q1	Decreased	683,380	-18.8%	$2.1M	0.0%	$3.08	0
2022-Q4	Decreased	841,892	-16.4%	$1.5M	0.0%	$1.80	0
2022-Q3	Decreased	1M	-19.6%	$2.3M	0.0%	$2.26	0
2022-Q2	Decreased	1.3M	-5.7%	$3.3M	0.0%	$2.64	0
2022-Q1	Increased	1.3M	+4.0%	$9.5M	0.0%	$7.02	29
2021-Q4	Decreased	1.3M	-5.7%	$7.5M	0.0%	$5.73	0
2021-Q3	Decreased	1.4M	-8.5%	$9.2M	0.0%	$6.57	0
2021-Q2	Decreased	1.5M	-3.3%	$12.7M	0.0%	$8.20	0
2021-Q1	Decreased	1.5M	-3.6%	$16.9M	0.0%	$10.51	0
2020-Q4	Decreased	1.6M	-0.5%	$16.1M	0.0%	$9.56	0
2020-Q3	Increased	1.6M	+0.6%	$16.1M	0.0%	$9.49	28
2020-Q2	Increased	1.6M	+5.2%	$20.7M	0.0%	$12.22	30
2020-Q1	Increased	1.5M	+5.8%	$16.1M	0.0%	$9.95	30
2019-Q4	Increased	1.4M	+6.2%	$18.9M	0.0%	$12.23	30
2019-Q3	First report	1.3M	-	$20M	0.0%	$13.74	0

HRTG28 quarters

HRTG
28 quarters