Heritage Wealth Management, Inc. /Ca/ Dimensional ETF Tr Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $133 Billion
  • Q1 2025

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 46,963 shares of DFAX stock, worth $1.26 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
46,963
Previous 47,339 0.79%
Holding current value
$1.26 Million
Previous $1.18 Billion 4.55%
% of portfolio
0.93%
Previous 0.85%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$24.45 - $27.2 $9,193 - $10,227
-376 Reduced 0.79%
46,963 $1.23 Billion
Q4 2024

Feb 11, 2025
SELL
$24.76 - $27.04 $35,183 - $38,423
-1,421 Reduced 2.91%
47,339 $1.18 Billion
Q3 2024

Oct 18, 2024
SELL
$24.29 - $27.25 $98,447 - $110,444
-4,053 Reduced 7.67%
48,760 $1.32 Billion
Q2 2024

Jul 25, 2024
SELL
$24.57 - $26.36 $16,339 - $17,529
-665 Reduced 1.24%
52,813 $1.34 Billion
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
588
Shares Held
245M
Call Options Held
2K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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