Heritage Wealth Management, Inc. /Ca/ Dimensional ETF Tr 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 stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 42,859 shares of DFAX stock, worth $1.35 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

42,859

Previous 46,963 8.74%

Holding current value

$1.35 Million

Previous $1.23 Billion 2.3%

% of portfolio

0.84%

Previous 0.93%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$23.37 - $29.39 $95,910 - $120,616	-4,104 Reduced 8.74%	42,859 $1.26 Billion
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

657

Shares Held

253M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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