Heritage Wealth Management, Inc. /Ca/ Dimensional ETF Tr Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $139 Billion
  • Q4 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Dimensional ETF Tr stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 7,857 shares of DFAU stock, worth $324,415. This represents 0.23% of its overall portfolio holdings.

Number of Shares
7,857
Previous 8,291 5.23%
Holding current value
$324,415
Previous $329 Million 3.32%
% of portfolio
0.23%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$39.27 - $42.38 $17,043 - $18,392
-434 Reduced 5.23%
7,857 $318 Million
Q4 2023

Feb 14, 2024
BUY
$28.58 - $33.37 $236,956 - $276,670
8,291 New
8,291 $276 Million

Others Institutions Holding DFAU

# of Institutions
478
Shares Held
2.18B
Call Options Held
0
Put Options Held
400
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
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