Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Dimensional Transaction History
Heritage Wealth Management, Inc./Texas
- $173 Billion
- Q3 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 9,085 shares of DIHP stock, worth $233,938. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,085
Previous 9,056
0.32%
Holding current value
$233,938
Previous $238 Million
5.57%
% of portfolio
0.15%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$578 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$570 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$218 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$156 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$155 Million3.18% of portfolio