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

Heritage Wealth Management, Inc./Texas

$201 Billion
Q2 2025

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 150,272 shares of DFAE stock, worth $4.62 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares

150,272

Previous 153,639 2.19%

Holding current value

$4.62 Million

Previous $3.98 Billion 9.19%

% of portfolio

2.16%

Previous 2.3%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 01, 2025	SELL	$22.87 - $28.95 $77,003 - $97,474	-3,367 Reduced 2.19%	150,272 $4.34 Billion
Q1 2025 Apr 21, 2025	SELL	$24.64 - $26.86 $898,300 - $979,235	-36,457 Reduced 19.18%	153,639 $3.98 Billion
Q4 2024 Jan 17, 2025	BUY	$25.36 - $28.15 $580,820 - $644,719	22,903 Added 13.7%	190,096 $4.82 Billion
Q3 2024 Oct 30, 2024	BUY	$24.46 - $27.82 $168,186 - $191,290	6,876 Added 4.29%	167,193 $4.58 Billion
Q2 2024 Jul 30, 2024	BUY	$24.03 - $26.3 $483,075 - $528,708	20,103 Added 14.34%	160,317 $4.15 Billion
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	$19.67 - $22.73 $2.25 Million - $2.59 Million	114,145 New	114,145 $2.51 Billion

Others Institutions Holding DFAE

# of Institutions

605

Shares Held

175M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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