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 9,056 shares of DIHP stock, worth $240,165. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,056
Previous 8,976
0.89%
Holding current value
$240,165
Previous $242 Million
1.43%
% of portfolio
0.15%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding DIHP
# of Institutions
199Shares Held
92.9MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$465 Million0.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$461 Million1.16% of portfolio
-
Vista Wealth Management Group, LLC5.92MShares$157 Million11.81% of portfolio
-
Forum Financial Management, LP Lombard, IL5.79MShares$154 Million3.14% of portfolio
-
Carlson Capital Management3.81MShares$101 Million7.97% of portfolio