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 59,394 shares of DFAI stock, worth $1.89 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
59,394
Previous 57,821 2.72%
Holding current value
$1.89 Million
Previous $1.75 Billion 0.85%
% of portfolio
1.29%
Previous 1.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
520
Shares Held
159M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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