Heritage Wealth Advisors Dimensional ETF Tr U S Core Eq Transaction History
Heritage Wealth Advisors
- $1.95 Billion
- Q4 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 $1.15 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
32,405
Previous 32,405
-0.0%
Holding current value
$1.15 Million
Previous $1.11 Million
0.9%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,024Shares Held
786MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.04 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.31 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$646 Million0.26% of portfolio