DIMENSIONAL FUND ADVISORS LP - HERITAGE FINL CORP WASH ownership

HERITAGE FINL CORP WASH's ticker is HFWA and the CUSIP is 42722X106. A total of 128 filers reported holding HERITAGE FINL CORP WASH in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
DIMENSIONAL FUND ADVISORS LP ownership history of HERITAGE FINL CORP WASH
ValueSharesWeighting
Q3 2023$26,771,433
-9.3%
1,641,403
-10.1%
0.01%0.0%
Q2 2023$29,513,157
-33.6%
1,825,141
-12.1%
0.01%
-40.0%
Q1 2023$44,437,087
+71299.8%
2,076,521
+2.2%
0.02%
-16.7%
Q4 2022$62,237
-99.9%
2,031,189
+0.5%
0.02%
-14.3%
Q3 2022$53,500,000
+11.7%
2,021,106
+6.2%
0.02%
+23.5%
Q2 2022$47,877,000
+6.2%
1,902,909
+5.8%
0.02%
+21.4%
Q1 2022$45,088,000
+13.1%
1,799,194
+10.3%
0.01%
+16.7%
Q4 2021$39,863,000
-1.9%
1,631,076
+2.4%
0.01%
-7.7%
Q3 2021$40,620,000
-2.3%
1,592,907
-4.1%
0.01%0.0%
Q2 2021$41,564,000
-10.3%
1,661,252
+1.3%
0.01%
-13.3%
Q1 2021$46,317,000
+18.4%
1,640,089
-1.9%
0.02%
+7.1%
Q4 2020$39,118,000
+23.9%
1,672,421
-2.6%
0.01%
+7.7%
Q3 2020$31,584,000
-8.5%
1,717,429
-0.5%
0.01%
-13.3%
Q2 2020$34,519,000
+1.0%
1,725,998
+1.0%
0.02%
-16.7%
Q1 2020$34,187,000
-30.5%
1,709,342
-1.7%
0.02%0.0%
Q4 2019$49,203,000
+5.2%
1,738,614
+0.2%
0.02%0.0%
Q3 2019$46,771,000
-9.2%
1,734,852
-0.5%
0.02%
-10.0%
Q2 2019$51,493,000
-1.4%
1,743,206
+0.6%
0.02%
-4.8%
Q1 2019$52,237,000
+1.7%
1,733,135
+0.3%
0.02%
-8.7%
Q4 2018$51,364,000
-14.3%
1,728,242
+1.4%
0.02%0.0%
Q3 2018$59,930,000
+1.2%
1,705,001
+0.4%
0.02%
-4.2%
Q2 2018$59,196,000
+9.2%
1,698,602
-4.2%
0.02%
+4.3%
Q1 2018$54,232,000
-4.4%
1,772,294
-3.8%
0.02%
-4.2%
Q4 2017$56,721,000
+11.4%
1,841,558
+6.7%
0.02%
+9.1%
Q3 2017$50,913,000
+18.6%
1,725,844
+6.6%
0.02%
+10.0%
Q2 2017$42,923,000
+14.9%
1,619,714
+7.4%
0.02%
+11.1%
Q1 2017$37,343,000
+3.2%
1,508,816
+7.4%
0.02%0.0%
Q4 2016$36,187,000
+53.7%
1,405,295
+7.1%
0.02%
+38.5%
Q3 2016$23,544,000
+7.9%
1,311,666
+5.7%
0.01%0.0%
Q2 2016$21,819,000
+8.2%
1,241,177
+8.1%
0.01%
+8.3%
Q1 2016$20,171,000
+1.4%
1,148,024
+8.7%
0.01%0.0%
Q4 2015$19,902,000
+10.3%
1,056,381
+10.2%
0.01%0.0%
Q3 2015$18,049,000
+11.8%
959,015
+6.2%
0.01%
+20.0%
Q2 2015$16,141,000
+8.6%
903,221
+3.3%
0.01%
+11.1%
Q1 2015$14,860,000
+1.6%
874,103
+4.9%
0.01%
-10.0%
Q4 2014$14,624,000
+20.4%
833,263
+8.7%
0.01%
+11.1%
Q3 2014$12,147,000
-1.9%
766,831
-0.3%
0.01%0.0%
Q2 2014$12,378,000
+75.3%
769,319
+84.3%
0.01%
+80.0%
Q1 2014$7,063,000
+0.8%
417,461
+1.9%
0.01%0.0%
Q4 2013$7,008,000
+14.1%
409,599
+3.5%
0.01%0.0%
Q3 2013$6,140,000
+7.3%
395,608
+1.3%
0.01%0.0%
Q2 2013$5,721,000390,5290.01%
Other shareholders
HERITAGE FINL CORP WASH shareholders Q3 2020
NameSharesValueWeighting ↓
Forest Hill Capital, LLC 254,690$4,153,9942.16%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 239,743$3,910,2091.41%
Fourthstone LLC 270,184$4,406,7011.00%
MARTIN & CO INC /TN/ 143,219$2,335,9060.61%
HEARTLAND ADVISORS INC 452,100$7,373,7510.41%
EJF Capital LLC 42,051$685,8520.30%
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 230,737$3,763,3200.29%
OBERWEIS ASSET MANAGEMENT INC/ 136,000$2,218,1600.24%
Pacific Ridge Capital Partners, LLC 47,463$774,1220.18%
NWAM LLC 55,133$899,2190.09%
View complete list of HERITAGE FINL CORP WASH shareholders