Heritage Wealth Management, Inc. /Ca/ Dimensional ETF Tr U S Core Eq Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $141 Billion
  • Q3 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 157,311 shares of DFAC stock, worth $5.5 Million. This represents 3.82% of its overall portfolio holdings.

Number of Shares
157,311
Previous 176,213 10.73%
Holding current value
$5.5 Million
Previous $5.68 Billion 5.05%
% of portfolio
3.82%
Previous 4.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$31.05 - $34.29 $586,907 - $648,149
-18,902 Reduced 10.73%
157,311 $5.39 Billion
Q2 2024

Jul 25, 2024
SELL
$30.09 - $32.37 $129,868 - $139,708
-4,316 Reduced 2.39%
176,213 $5.68 Billion
Q1 2024

May 06, 2024
SELL
$28.62 - $31.95 $274,637 - $306,592
-9,596 Reduced 5.05%
180,529 $5.77 Billion
Q4 2023

Feb 14, 2024
BUY
$24.91 - $29.38 $4.74 Million - $5.59 Million
190,125 New
190,125 $5.56 Billion

Others Institutions Holding DFAC

# of Institutions
921
Shares Held
741M
Call Options Held
76K
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
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