Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Us Marketwi Transaction History
Heritage Wealth Management, Inc./Texas
- $154 Billion
- Q1 2024
A detailed history of Heritage Wealth Management, Inc./Texas transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 594,391 shares of DFUV stock, worth $23.2 Million. This represents 15.79% of its overall portfolio holdings.
Number of Shares
594,391
Previous 575,389
3.3%
Holding current value
$23.2 Million
Previous $21.4 Billion
13.52%
% of portfolio
15.79%
Previous 15.09%
Shares
6 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio