Heritage Financial Corporation · NASDAQ:HFWA
Dimensional Fund Advisors LP reported a 5.50% stake in Heritage Financial Corporation (Schedule 13G)
Event Sep 30, 2026 · Filed Oct 8, 2026
Dimensional Fund Advisors LP reported a 5.50% stake in Heritage Financial Corporation, 2,269,348 shares, as a passive investor on Sep 30, 2026. Filed Oct 8, 2026 (Schedule 13G).
- Stake
- 5.50%
- Shares
- 2,269,348
- Intent
- Passive
- What changed
- Crossed above 5%
The filing in full
| Holder | Stake | Shares |
|---|---|---|
| Dimensional Fund Advisors LP | 5.50% | 2,269,348 |
Source
Related
- Heritage Financial Corporation
- Dimensional Fund Advisors LP
- Heritage Financial Corporation shareholders
- Schedule 13G/A · Dimensional Fund Advisors LP · Apr 9, 2026
- Form 4 · Rivera Frederick B · Sep 15, 2026
- Form 4 · Charneski Brian · Sep 3, 2026
- Form 4 · Ray Matthew T. · Aug 13, 2026
- Form 4 · Lyon Jeffrey S · Aug 5, 2026
- Form 4 · Chalfant Tony · Aug 5, 2026