Heritage Wealth Management, Inc./Texas Sells in Q3 2024

Heritage Wealth Management, Inc./Texas

Stock	Shares change	Price Range	Shares Held
DFIV Dimensional ETF Tr ETFs	-7.26K - 14.42%	$34.66 - $38.38 $252K - $279K	43.1K $1.64B
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	-817 - 1.28%	$100.3 - $100.74 $81.9K - $82.3K	62.9K $6.33B
DLN Wisdomtree Tr U.S Largecap Div ETFs	-1.28K - 11.86%	$71.86 - $78.56 $92.3K - $101K	9.54K $750M
DFAX Dimensional ETF Tr	-10.5K - 6.34%	$24.29 - $27.25 $256K - $287K	156K $4.21B
DFAU Dimensional ETF Tr ETFs	-1.45K - 7.87%	$35.8 - $39.69 $51.7K - $57.4K	16.9K $671M
FBND Fidelity Merrimack Str Tr Tota ETFs	-176 - 2.25%	$44.65 - $47.21 $7.86K - $8.31K	7.65K $358M
IVV Ishares Core S&P 500 ETF ETFs	-28 - 3.6%	$520.18 - $576.82 $14.6K - $16.2K	750 $432M
EFA Ishares Tr Msci Eafe ETF ETFs	-210 - 3.3%	$75.32 - $84.37 $15.8K - $17.7K	6.16K $515M
XOM Exxon Mobil Corp Energy	-9 - 0.08%	$109.72 - $119.0 $987 - $1.07K	11.1K $1.3B
DFAR Dimensional ETF Tr Dimensional ETFs	-928 - 4.82%	$21.91 - $26.03 $20.3K - $24.2K	18.3K $470M
SPGI S&P Global Inc. Financial Services	-100 - 7.33%	$446.32 - $527.38 $44.6K - $52.7K	1.26K $653M
AAPL Apple Inc. Technology	-78 - 1.16%	$207.23 - $234.82 $16.2K - $18.3K	6.67K $1.55B
IJH Ishares Core S&P Mid Cap ETF ETFs	-792 - 1.6%	$57.32 - $62.65 $45.4K - $49.6K	48.9K $3.04B
IJR Ishares Core S&P Sm Cap ETF ETFs	-1.06K - 3.0%	$105.53 - $118.34 $112K - $126K	34.3K $4.02B
DFAS Dimensional ETF Tr U S Small C ETFs	-838 - 0.25%	$59.25 - $65.33 $49.7K - $54.7K	332K $21.5B
DFUS Dimensional ETF Tr U S Equity ETFs	-14.5K - 1.74%	$56.04 - $62.2 $813K - $903K	820K $51B

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