Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 7,556 shares of DFSV stock, worth $220,484. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,556
Previous 14,647
48.41%
Holding current value
$220,484
Previous $441 Million
50.68%
% of portfolio
0.14%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
316Shares Held
81.1MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$239 Million3.69% of portfolio
-
Jmg Financial Group, Ltd.4.91MShares$143 Million5.43% of portfolio
-
Savant Capital, LLC4.64MShares$136 Million1.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$80.1 Million0.14% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.51MShares$73.3 Million0.78% of portfolio