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

Heritage Wealth Management, Inc. /Ca/

$133 Billion
Q1 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 51,746 shares of DFAI stock, worth $1.76 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

51,746

Previous 51,971 0.43%

Holding current value

$1.76 Million

Previous $1.52 Billion 6.49%

% of portfolio

1.22%

Previous 1.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$28.88 - $32.4 $6,498 - $7,290	-225 Reduced 0.43%	51,746 $1.62 Billion
Q4 2024 Feb 11, 2025	SELL	$29.0 - $31.6 $204,160 - $222,464	-7,040 Reduced 11.93%	51,971 $1.52 Billion
Q3 2024 Oct 18, 2024	SELL	$28.69 - $32.06 $10,988 - $12,278	-383 Reduced 0.64%	59,011 $1.88 Billion
Q2 2024 Jul 25, 2024	BUY	$28.93 - $30.91 $45,506 - $48,621	1,573 Added 2.72%	59,394 $1.76 Billion
Q1 2024 May 06, 2024	SELL	$27.74 - $30.27 $103,137 - $112,543	-3,718 Reduced 6.04%	57,821 $1.75 Billion
Q4 2023 Feb 14, 2024	BUY	$24.88 - $28.69 $1.53 Million - $1.77 Million	61,539 New	61,539 $1.76 Billion

Others Institutions Holding DFAI

# of Institutions

646

Shares Held

235M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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