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 8,291 shares of DFAU stock, worth $345,403. This represents 0.23% of its overall portfolio holdings.

Number of Shares
8,291
Previous 8,291 -0.0%
Holding current value
$345,403
Previous $311 Million 5.87%
% of portfolio
0.23%
Previous 0.23%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
BUY
$28.58 - $33.37 $236,956 - $276,670
8,291 New
8,291 $276 Million

Others Institutions Holding DFAU

# of Institutions
413
Shares Held
108M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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