Heritage Wealth Management, Inc. /Ca/ Dimensional ETF Tr Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $139 Billion
  • Q4 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Dimensional ETF Tr stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 76,034 shares of DFAE stock, worth $2.02 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
76,034
Previous 100,667 24.47%
Holding current value
$2.02 Million
Previous $2.76 Billion 30.09%
% of portfolio
1.39%
Previous 1.96%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$25.36 - $28.15 $624,692 - $693,418
-24,633 Reduced 24.47%
76,034 $1.93 Billion
Q3 2024

Oct 18, 2024
BUY
$24.46 - $27.82 $7,949 - $9,041
325 Added 0.32%
100,667 $2.76 Billion
Q2 2024

Jul 25, 2024
BUY
$24.03 - $26.3 $91,746 - $100,413
3,818 Added 3.96%
100,342 $2.6 Billion
Q1 2024

May 06, 2024
SELL
$22.74 - $24.88 $59,919 - $65,558
-2,635 Reduced 2.66%
96,524 $2.39 Billion
Q4 2023

Feb 14, 2024
BUY
$21.63 - $24.11 $2.14 Million - $2.39 Million
99,159 New
99,159 $2.39 Billion

Others Institutions Holding DFAE

# of Institutions
535
Shares Held
168M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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