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 166,354 shares of DFAX stock, worth $4.49 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
166,354
Previous 164,757
0.97%
Holding current value
$4.49 Million
Previous $4.19 Billion
0.89%
% of portfolio
2.63%
Previous 2.72%
Shares
7 transactions
Others Institutions Holding DFAX
# of Institutions
494Shares Held
219MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$304 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$263 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$199 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$198 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$149 Million21.36% of portfolio