Heritage Wealth Management, Inc. /Ca/ Dimensional ETF Tr Dimensional Transaction History
Heritage Wealth Management, Inc. /Ca/
- $136 Billion
- Q2 2024
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 37,778 shares of DFAR stock, worth $961,450. This represents 0.61% of its overall portfolio holdings.
Number of Shares
37,778
Previous 36,957
2.22%
Holding current value
$961,450
Previous $827 Million
0.99%
% of portfolio
0.61%
Previous 0.62%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
200Shares Held
34.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$75.1 Million4.94% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$54.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$47.8 Million11.83% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42.7 Million3.67% of portfolio
-
Savant Capital, LLC1.4MShares$35.5 Million0.3% of portfolio