Heritage Wealth Management, Inc./Texas Incresed Positions in Q3 2024

Heritage Wealth Management, Inc./Texas

Stock	Shares change	Price Range	Shares Held
DFUV Dimensional ETF Tr Us Marketwi ETFs	18.6K + 2.9%	$38.51 - $41.69 $715K - $774K	659K $27.5B
VNQ Vanguard Specialized Funds Van ETFs	832 + 0.66%	$82.97 - $98.97 $69K - $82.3K	126K $12.3B
DFCF Dimensional ETF Tr Core Fxd In ETFs	31.1K + 14.18%	$41.34 - $43.55 $1.29M - $1.36M	251K $10.8B
DFAI Dimensional ETF Tr ETFs	26K + 8.11%	$28.69 - $32.06 $745K - $832K	346K $11B
DFAE Dimensional ETF Tr ETFs	6.88K + 4.29%	$24.46 - $27.82 $168K - $191K	167K $4.58B
TRGP Targa Resources Corp. Energy	1.16K + 10.18%	$127.86 - $156.46 $149K - $182K	12.6K $1.86B
DFEV Dimensional ETF Tr Emerging Mk ETFs	168 + 1.18%	$25.73 - $28.81 $4.32K - $4.84K	14.4K $409M
AVGO Broadcom Inc. Technology	1.29K + 900.0%	$136.27 - $1745.86 $175K - $2.25M	1.43K $247M
DFSV Dimensional ETF Tr Dimensional ETFs	4 + 0.05%	$28.25 - $31.7 $113 - $127	7.56K $233M
VGIT Vanguard Intermediate Term Tre ETFs	5 + 0.07%	$57.8 - $60.8 $289 - $304	6.83K $412M
JPM Jpmorgan Chase & CO Financial Services	2 + 0.13%	$194.9 - $224.8 $390 - $450	1.51K $319M
DIHP Dimensional ETF Tr Dimensional ETFs	29 + 0.32%	$25.23 - $27.94 $732 - $810	9.09K $252M
IBHD Ishares Ibonds 2024 Term High ETFs	34 + 0.37%	$23.11 - $23.29 $786 - $792	9.13K $213M
CVX Chevron Corp Energy	3 + 0.15%	$137.88 - $161.97 $414 - $486	1.97K $289M
SLB Schlumberger Limited Energy	375 + 2.38%	$39.57 - $49.67 $14.8K - $18.6K	16.1K $677M

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