Fund shareholders of Haverty Furniture Cos Inc
ISIN US4195962000 · United States · LEI 529900CVFMMIRXZVPD70
- Fund shareholders
- 13
- Of which ETFs
- 3 10 other funds
- Value held
- 1.2M $
This issuer has other securities: Haverty Furniture Cos Inc (US4195961010)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 18,389 | 552.8K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,701 | 171.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 3,785 | 113.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,523 | 75.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 2,399 | 55.6K $ | as of May 31, 2026 ↗ | |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,796 | 54K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,608 | 48.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 1,086 | 25.2K $ | as of May 31, 2026 ↗ | |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 844 | 25.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 717 | 21.6K $ | as of Jul 31, 2026 ↗ | |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 700 | 21K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 457 | 13.7K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 163 | 4.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 13 | 0 | 40,168 | -3.3 % |
| 2026Q2 | 13 | 0 | 41,519 | -0.1 % |
| 2026Q1 | 13 | 0 | 41,567 | -0.1 % |
| 2025Q4 | 13 | 0 | 41,607 | -0.1 % |
| 2025Q3 | 13 | +1 | 41,638 | +9.7 % |
| 2025Q2 | 12 | 0 | 37,944 | -0.1 % |
| 2025Q1 | 12 | 0 | 37,981 | -1.3 % |
| 2024Q4 | 12 | +1 | 38,493 | +0.3 % |
| 2024Q3 | 11 | 0 | 38,366 | -0.0 % |
| 2024Q2 | 11 | +1 | 38,383 | +5.1 % |
| 2024Q1 | 10 | 0 | 36,520 | 0.0 % |
| 2023Q4 | 10 | 36,520 |
Institutional managers
8 managers declare this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| SIGNATUREFD, LLC | 67,100 | 1.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 39,987 | 948.5K $ | as of Mar 31, 2026 |
| ZWJ INVESTMENT COUNSEL INC | 23,652 | 519.2K $ | as of Mar 31, 2026 |
| MONTAG A & ASSOCIATES INC | 1,709 | 37.5K $ | as of Mar 31, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | 1,050 | 23K $ | as of Mar 31, 2026 |
| UBS Group AG | 228 | 5K $ | as of Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | 152 | 3.6K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 112 | 2.5K $ | as of Mar 31, 2026 |
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Titelia. "Fund shareholders of Haverty Furniture Cos Inc". https://titelia.com/en/stocks/haverty-furniture-cos-inc-US4195962000