Heritage Wealth Management, Inc. /Ca/ Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 36,640 shares of DFAR stock, worth $896,214. This represents 0.67% of its overall portfolio holdings.

Number of Shares
36,640
Previous 37,778 3.01%
Holding current value
$896,214
Previous $835 Million 12.52%
% of portfolio
0.67%
Previous 0.61%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$21.91 - $26.03 $24,933 - $29,622
-1,138 Reduced 3.01%
36,640 $939 Million
Q2 2024

Jul 25, 2024
BUY
$20.41 - $22.23 $16,756 - $18,250
821 Added 2.22%
37,778 $835 Million
Q1 2024

May 06, 2024
SELL
$21.28 - $22.96 $79,885 - $86,191
-3,754 Reduced 9.22%
36,957 $827 Million
Q4 2023

Feb 14, 2024
BUY
$18.45 - $23.08 $751,117 - $939,609
40,711 New
40,711 $926 Million

Others Institutions Holding DFAR

# of Institutions
206
Shares Held
35.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFAR Quotes by TradingView
  • Ticker DFAR
  • Sector ETFs
  • Industry ETFs
More about DFAR
Track This Portfolio

Track Heritage Wealth Management, Inc. /Ca/ Portfolio

Follow Heritage Wealth Management, Inc. /Ca/ and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc. /Ca/, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. /Ca/ with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email