Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Transaction History
Heritage Wealth Management, Inc./Texas
- $170 Billion
- Q4 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 398,364 shares of DFAI stock, worth $12.1 Million. This represents 6.85% of its overall portfolio holdings.
Number of Shares
398,364
Previous 346,118
15.09%
Holding current value
$12.1 Million
Previous $11 Billion
5.75%
% of portfolio
6.85%
Previous 6.38%
Shares
9 transactions
Others Institutions Holding DFAI
# of Institutions
549Shares Held
186MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.65MShares$202 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$184 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$165 Million17.91% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$131 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$128 Million0.19% of portfolio