Heritage Wealth Management, Inc. /Ca/ Dimensional ETF Tr Dimensional Transaction History
Heritage Wealth Management, Inc. /Ca/
- $132 Billion
- Q1 2024
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 36,957 shares of DFAR stock, worth $813,423. This represents 0.62% of its overall portfolio holdings.
Number of Shares
36,957
Previous 40,711
9.22%
Holding current value
$813,423
Previous $926 Million
10.7%
% of portfolio
0.62%
Previous 0.74%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
197Shares Held
29.7MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC1.99MShares$43.9 Million3.51% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.81MShares$39.9 Million4.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.81MShares$39.8 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.74MShares$38.4 Million9.47% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$29.2 Million2.99% of portfolio