Heritage Wealth Advisors Dimensional ETF Tr U S Core Eq Transaction History
Heritage Wealth Advisors
- $2.16 Billion
- Q2 2024
A detailed history of Heritage Wealth Advisors transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Heritage Wealth Advisors holds 32,405 shares of DFAC stock, worth $1.11 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
32,405
Previous 32,405
-0.0%
Holding current value
$1.11 Million
Previous $1.04 Million
0.87%
% of portfolio
0.05%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.83 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.28 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$604 Million0.29% of portfolio