Heritage Wealth Management, Inc./Texas Dimensional ETF Tr U S Small C Transaction History
Heritage Wealth Management, Inc./Texas
- $160 Billion
- Q2 2024
A detailed history of Heritage Wealth Management, Inc./Texas transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 332,904 shares of DFAS stock, worth $20.3 Million. This represents 12.46% of its overall portfolio holdings.
Number of Shares
332,904
Previous 309,243
7.65%
Holding current value
$20.3 Million
Previous $19.3 Billion
3.75%
% of portfolio
12.46%
Previous 12.52%
Shares
7 transactions
Others Institutions Holding DFAS
# of Institutions
662Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$691 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$425 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$410 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$271 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$166 Million1.82% of portfolio