Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 14,196 shares of DFEV stock, worth $377,755. This represents 0.24% of its overall portfolio holdings.
Number of Shares
14,196
Previous 14,301
0.73%
Holding current value
$377,755
Previous $371 Million
5.17%
% of portfolio
0.24%
Previous 0.24%
Shares
6 transactions
Others Institutions Holding DFEV
# of Institutions
149Shares Held
16.6MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.29MShares$61 Million4.42% of portfolio
-
Ritholtz Wealth Management932KShares$24.8 Million0.85% of portfolio
-
True Wealth Design, LLC Akron, OH767KShares$20.4 Million5.21% of portfolio
-
Marquette Asset Management, LLC631KShares$16.8 Million2.96% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA593KShares$15.8 Million0.2% of portfolio