Heritage Wealth Management, Inc. Dimensional ETF Tr Transaction History

Heritage Wealth Management, Inc.

  • $305 Billion
  • Q3 2024

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 $203,213. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,837
Previous 7,837 -0.0%
Holding current value
$203,213
Previous $203 Million 4.12%
% of portfolio
0.07%
Previous 0.07%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
506
Shares Held
224M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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