Heritage Wealth Management, Inc. /Ca/ Dimensional ETF Tr U S Small C Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $149 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 3,627 shares of DFAS stock, worth $243,553. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,627
Previous 3,425 5.9%
Holding current value
$243,553
Previous $218 Million 13.79%
% of portfolio
0.17%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$63.41 - $69.69 $12,808 - $14,077
202 Added 5.9%
3,627 $248 Million
Q2 2025

Jul 28, 2025
BUY
$52.31 - $63.72 $179,161 - $218,241
3,425 New
3,425 $218 Million

Others Institutions Holding DFAS

# of Institutions
869
Shares Held
137M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

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