Heritage Wealth Management, Inc. /Ca/ Dimensional ETF Tr Natl Mun Bd 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 Natl Mun Bd stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 21,863 shares of DFNM stock, worth $1.04 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
21,863
Previous 20,329
7.55%
Holding current value
$1.04 Million
Previous $971 Million
9.28%
% of portfolio
0.75%
Previous 0.71%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
204Shares Held
22.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$124 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$56.9 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.9 Million4.9% of portfolio