Heritage Wealth Management, Inc./Texas Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 834,645 shares of DFUS stock, worth $51.9 Million. This represents 30.6% of its overall portfolio holdings.
Number of Shares
834,645
Previous 825,865
1.06%
Holding current value
$51.9 Million
Previous $47.1 Billion
4.38%
% of portfolio
30.6%
Previous 30.56%
Shares
7 transactions
Others Institutions Holding DFUS
# of Institutions
626Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$494 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$368 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$313 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$258 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$231 Million0.23% of portfolio