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

Heritage Wealth Management, Inc. /Ca/

$139 Billion
Q4 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 25,833 shares of DFNM stock, worth $1.24 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

25,833

Previous 21,863 18.16%

Holding current value

$1.24 Million

Previous $1.06 Billion 16.28%

% of portfolio

0.89%

Previous 0.75%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$47.65 - $48.6 $189,170 - $192,942	3,970 Added 18.16%	25,833 $1.23 Billion
Q3 2024 Oct 18, 2024	BUY	$47.7 - $48.54 $73,171 - $74,460	1,534 Added 7.55%	21,863 $1.06 Billion
Q2 2024 Jul 25, 2024	BUY	$47.4 - $48.0 $20,239 - $20,496	427 Added 2.15%	20,329 $971 Million
Q1 2024 May 06, 2024	BUY	$48.08 - $48.49 $192,608 - $194,250	4,006 Added 25.2%	19,902 $957 Million
Q4 2023 Feb 14, 2024	BUY	$46.17 - $48.51 $733,918 - $771,114	15,896 New	15,896 $771 Million

Others Institutions Holding DFNM

# of Institutions

235

Shares Held

24.9M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc. /Ca/, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. /Ca/ with notifications on news.

Account

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