Heritage Wealth Advisors Dimensional ETF Tr U S Core Eq Transaction History

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 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 $1.17 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
32,405
Previous 32,405 -0.0%
Holding current value
$1.17 Million
Previous $1.04 Million 6.42%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 02, 2022
SELL
$26.63 - $29.09 $66,575 - $72,725
-2,500 Reduced 7.16%
32,405 $938,000
Q2 2021

Aug 09, 2021
BUY
$25.92 - $26.98 $904,737 - $941,736
34,905 New
34,905 $941,000

Others Institutions Holding DFAC

# of Institutions
903
Shares Held
728M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email