Heritage Wealth Management, Inc./Texas Dimensional ETF Tr 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 stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 18,361 shares of DFAU stock, worth $728,013. This represents 0.43% of its overall portfolio holdings.
Number of Shares
18,361
Previous 18,401
0.22%
Holding current value
$728,013
Previous $672 Million
2.39%
% of portfolio
0.43%
Previous 0.44%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
398Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$174 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$165 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$159 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$134 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$110 Million26.74% of portfolio