Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Transaction History
Heritage Wealth Management, Inc./Texas
- $201 Billion
- Q2 2025
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 30,830 shares of DFIV stock, worth $1.39 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
30,830
Previous 36,383
15.26%
Holding current value
$1.39 Million
Previous $1.43 Billion
7.79%
% of portfolio
0.66%
Previous 0.83%
Shares
11 transactions
Others Institutions Holding DFIV
# of Institutions
752Shares Held
262MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.11 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$954 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$899 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$504 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$388 Million2.4% of portfolio