Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 12,195 shares of DFAR stock, worth $281,338. This represents 0.14% of its overall portfolio holdings.
Number of Shares
12,195
Previous 14,934
18.34%
Holding current value
$281,338
Previous $355 Million
19.4%
% of portfolio
0.14%
Previous 0.21%
Shares
10 transactions
Others Institutions Holding DFAR
# of Institutions
278Shares Held
44.1MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$72.2 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$57.4 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$49.4 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$47.8 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$41.3 Million3.53% of portfolio