Heritage Wealth Management, Inc. Dimensional ETF Tr Transaction History

Heritage Wealth Management, Inc.

  • $294 Billion
  • Q1 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 7,837 shares of DFAX stock, worth $211,207. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,837
Holding current value
$211,207
% of portfolio
0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$24.45 - $27.2 $191,614 - $213,166
7,837 New
7,837 $205 Million
Q2 2024

Sep 09, 2024
BUY
$24.57 - $26.36 $192,555 - $206,583
7,837 New
7,837 $203 Million

Others Institutions Holding DFAX

# of Institutions
585
Shares Held
245M
Call Options Held
2K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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