Monitor for any subsequent 13D conversion or additional 13G amendments from Dimensional or other institutional filers. The passive nature of this filing suggests no near-term catalyst, but the accumulation by a systematic quant manager may reflect a value-oriented thesis on regional banks.
Price Chart
Executive Summary
Dimensional Fund Advisors LP disclosed a 5.5% passive stake in Heritage Financial Corp via a Schedule 13G filed October 8, 2026, as of September 30, 2026. This is a new passive filing by a large quantitative asset manager, indicating routine portfolio rebalancing rather than an activist intent.
Key Financial Metrics
Key Facts
- Dimensional Fund Advisors LP reported beneficial ownership of 2,269,348 shares of Heritage Financial Corp common stock.
- The stake represents 5.5% of shares outstanding as of September 30, 2026.
- The filing is a new Schedule 13G (not an amendment), indicating a new 5%+ threshold crossing.
- Dimensional is a registered investment adviser and disclaims beneficial ownership, stating shares are held by client funds.
- The filing certifies the securities were acquired in the ordinary course of business with no intent to influence control.
Financial Impact
5.5% passive stake in Heritage Financial Corp — no financial impact from the filing itself.
Risk Factors
- No material risk from this passive filing; the stake is routine for a diversified asset manager.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0000354204-26-001080 |
| Document: 0000354204-26-001080-index.html | 0000354204-26-001080 |
| Document: 0000354204-26-001080.txt | 0000354204-26-001080 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 3d ago | 8-K | $28.52 | awaiting T+60 | — | $29.43 (+3.21%) |
Oct 8, 2026 17d ago | SC 13G | $27.57 | awaiting T+60 | — | $29.43 (+6.76%) |
Sep 30, 2026 25d ago | Press Release | $27.63 | awaiting T+60 | — | $29.43 (+6.53%) |
Aug 5, 2026 11w ago | Insider Cluster | $29.65 | awaiting T+60 | — | $29.43 (−0.73%) |
Jul 23, 2026 13w ago | 8-K | $30.16 $27.46 | ▼ −8.95% | ▼ −12.68% | $29.43 (−2.40%) |
Mar 23, 2026 31w ago | 8-K | $25.06 $27.52 | ▼ −9.82% | ▲ +3.24% | $29.43 (−17.46%) |
Mar 20, 2026 31w ago | DEFA14A | $24.47 $29.04 | ▲ +18.65% | ▲ +4.23% | $29.43 (+20.27%) |
US Market Status
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