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

Heritage Wealth Management, Inc./Texas

$154 Billion
Q1 2024

A detailed history of Heritage Wealth Management, Inc./Texas transactions in Dimensional ETF Tr stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 140,214 shares of DFAE stock, worth $3.61 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares

140,214

Previous 137,473 1.99%

Holding current value

$3.61 Million

Previous $3.31 Billion 4.57%

% of portfolio

2.25%

Previous 2.33%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$22.74 - $24.88 $62,330 - $68,196	2,741 Added 1.99%	140,214 $3.47 Billion
Q4 2023 Jan 24, 2024	BUY	$21.63 - $24.11 $224,367 - $250,093	10,373 Added 8.16%	137,473 $3.31 Billion
Q3 2023 Nov 07, 2023	BUY	$22.43 - $24.83 $45,846 - $50,752	2,044 Added 1.63%	127,100 $2.87 Billion
Q2 2023 Aug 02, 2023	BUY	$22.38 - $24.3 $118,255 - $128,401	5,284 Added 4.41%	125,056 $2.93 Billion
Q1 2023 May 02, 2023	BUY	$21.78 - $24.36 $122,556 - $137,073	5,627 Added 4.93%	119,772 $2.76 Billion

Q4 2022 Feb 23, 2023	BUY	$20.68 - $22.73 $2.36 Million - $2.59 Million	114,145 New	114,145 $2.51 Billion

Others Institutions Holding DFAE

# of Institutions

434

Shares Held

123M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

Track This Portfolio

Portfolio Update

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

News

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

Account

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