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 381,943 shares of DFAI stock, worth $13.7 Million. This represents 6.57% of its overall portfolio holdings.
Number of Shares
381,943
Previous 358,256
6.61%
Holding current value
$13.7 Million
Previous $11.2 Billion
18.24%
% of portfolio
6.57%
Previous 6.48%
Shares
11 transactions
Others Institutions Holding DFAI
# of Institutions
682Shares Held
255MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$577 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$331 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.55MShares$271 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC7.21MShares$258 Million1.99% of portfolio
-
Sym Financial Corp6.61MShares$237 Million25.8% of portfolio