Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Core Fxd In Transaction History

Heritage Wealth Management, Inc./Texas

  • $173 Billion
  • Q3 2024

A detailed history of Heritage Wealth Management, Inc./Texas transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 250,640 shares of DFCF stock, worth $10.5 Million. This represents 6.27% of its overall portfolio holdings.

Number of Shares
250,640
Previous 219,514 14.18%
Holding current value
$10.5 Million
Previous $9.12 Billion 18.71%
% of portfolio
6.27%
Previous 5.68%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$41.34 - $43.55 $1.29 Million - $1.36 Million
31,126 Added 14.18%
250,640 $10.8 Billion
Q2 2024

Jul 30, 2024
BUY
$40.79 - $41.97 $862,912 - $887,875
21,155 Added 10.67%
219,514 $9.12 Billion
Q1 2024

Apr 25, 2024
BUY
$41.54 - $42.6 $588,663 - $603,684
14,171 Added 7.69%
198,359 $8.32 Billion
Q4 2023

Jan 24, 2024
BUY
$39.52 - $42.54 $7.28 Million - $7.84 Million
184,188 New
184,188 $7.81 Billion

Others Institutions Holding DFCF

# of Institutions
330
Shares Held
87.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

DFCF Quotes by TradingView
  • Ticker DFCF
  • Sector ETFs
  • Industry ETFs
More about DFCF
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