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

Heritage Wealth Management, Inc. /Ca/

$150 Billion
Q2 2025

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 76,067 shares of DFAE stock, worth $2.3 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

76,067

Previous 73,971 2.83%

Holding current value

$2.3 Million

Previous $1.92 Billion 14.99%

% of portfolio

1.47%

Previous 1.44%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$22.87 - $28.95 $47,935 - $60,679	2,096 Added 2.83%	76,067 $2.2 Billion
Q1 2025 Apr 30, 2025	SELL	$24.64 - $26.86 $50,832 - $55,412	-2,063 Reduced 2.71%	73,971 $1.92 Billion
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

600

Shares Held

181M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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