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

Heritage Wealth Management, Inc. /Ca/

  • $136 Billion
  • Q2 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 100,342 shares of DFAE stock, worth $2.78 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares
100,342
Previous 96,524 3.96%
Holding current value
$2.78 Million
Previous $2.39 Billion 8.79%
% of portfolio
1.9%
Previous 1.8%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
453
Shares Held
127M
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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