Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Dimensional Transaction History
Heritage Wealth Management, Inc./Texas
- $170 Billion
- Q4 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 9,125 shares of DIHP stock, worth $237,523. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,125
Previous 9,085
0.44%
Holding current value
$237,523
Previous $252 Million
8.51%
% of portfolio
0.14%
Previous 0.15%
Shares
8 transactions
Others Institutions Holding DIHP
# of Institutions
212Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$584 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$576 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$221 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$157 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$156 Million3.18% of portfolio