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

Heritage Wealth Management, Inc. /Ca/

  • $141 Billion
  • Q3 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 59,011 shares of DFAI stock, worth $1.79 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
59,011
Previous 59,394 0.64%
Holding current value
$1.79 Million
Previous $1.76 Billion 6.42%
% of portfolio
1.33%
Previous 1.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
549
Shares Held
186M
Call Options Held
7.8K
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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