Heritage Wealth Management, Inc. /Ca/ Dimensional ETF Tr 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 stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 53,478 shares of DFAX stock, worth $1.36 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
53,478
Previous 52,811 1.26%
Holding current value
$1.36 Million
Previous $1.29 Billion 5.49%
% of portfolio
1.03%
Previous 1.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
BUY
$23.42 - $25.45 $15,621 - $16,975
667 Added 1.26%
53,478 $1.36 Billion
Q4 2023

Feb 14, 2024
BUY
$21.44 - $24.42 $1.13 Million - $1.29 Million
52,811 New
52,811 $1.29 Billion

Others Institutions Holding DFAX

# of Institutions
470
Shares Held
211M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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