Heritage Wealth Management, Inc. /Ca/ Dimensional ETF Tr U S Small C Transaction History
Heritage Wealth Management, Inc. /Ca/
- $150 Billion
- Q2 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 3,425 shares of DFAS stock, worth $234,441. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,425Holding current value
$234,441% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
847Shares Held
134MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.38 Billion1.11% of portfolio
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Northern Trust Corp Chicago, IL7.85MShares$537 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC6.22MShares$426 Million0.03% of portfolio
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Index Fund Advisors, Inc.5.83MShares$399 Million21.68% of portfolio
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Pure Financial Advisors, LLC2.79MShares$191 Million3.23% of portfolio