Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Transaction History
Heritage Wealth Management, Inc./Texas
- $170 Billion
- Q4 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 132,364 shares of DFAX stock, worth $3.5 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
132,364
Previous 155,810
15.05%
Holding current value
$3.5 Million
Previous $4.21 Billion
21.81%
% of portfolio
1.94%
Previous 2.44%
Shares
9 transactions
Others Institutions Holding DFAX
# of Institutions
572Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$297 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$221 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$200 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$200 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio