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 346,118 shares of DFAI stock, worth $10 Million. This represents 6.38% of its overall portfolio holdings.

Number of Shares
346,118
Previous 320,159 8.11%
Holding current value
$10 Million
Previous $9.5 Billion 15.79%
% of portfolio
6.38%
Previous 5.92%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$28.69 - $32.06 $744,763 - $832,245
25,959 Added 8.11%
346,118 $11 Billion
Q2 2024

Jul 30, 2024

BUY
$28.93 - $30.91 $1.27 Million - $1.36 Million
43,885 Added 15.88%
320,159 $9.5 Billion
Q1 2024

Apr 25, 2024

BUY
$27.74 - $30.27 $220,505 - $240,616
7,949 Added 2.96%
276,274 $8.35 Billion
Q4 2023

Jan 24, 2024

BUY
$24.88 - $28.69 $327,122 - $377,216
13,148 Added 5.15%
268,325 $7.68 Billion
Q3 2023

Nov 07, 2023

BUY
$26.0 - $28.17 $195,000 - $211,275
7,500 Added 3.03%
255,177 $6.66 Billion
Q2 2023

Aug 02, 2023

BUY
$26.46 - $28.05 $349,642 - $370,652
13,214 Added 5.64%
247,677 $6.77 Billion
Q1 2023

May 02, 2023

BUY
$25.21 - $27.45 $580,838 - $632,448
23,040 Added 10.9%
234,463 $6.32 Billion
Q4 2022

Feb 23, 2023

BUY
$21.47 - $25.85 $4.54 Million - $5.47 Million
211,423 New
211,423 $5.29 Billion

Others Institutions Holding DFAI

About DIMENSIONAL ETF TR


  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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