Heritage Wealth Advisors Dimensional ETF Tr U S Core Eq Transaction History
Heritage Wealth Advisors
- $2.03 Billion
- Q2 2025
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 $1.25 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
32,405
              Previous 32,405
              
        
           -0.0%
        
      
          
        Holding current value
$1.25 Million
            Previous $1.07 Million
            
        
           8.61%
        
      
          
        % of portfolio
0.06%
            Previous 0.06%
          
        Shares
	  2 transactions
	
  Others Institutions Holding DFAC
# of Institutions
1,154Shares Held
841MCall Options Held
36.6KPut Options Held
7.1K- 
    
      Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
- 
    
      Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
- 
    
      Forum Financial Management, LP Lombard, IL40MShares$1.54 Billion23.99% of portfolio
- 
    
      Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio