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 18,338 shares of DFAR stock, worth $423,607. This represents 0.27% of its overall portfolio holdings.

Number of Shares
18,338
Previous 19,266 4.82%
Holding current value
$423,607
Previous $426 Million 10.44%
% of portfolio
0.27%
Previous 0.27%

Shares

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

Oct 30, 2024

SELL
$21.91 - $26.03 $20,332 - $24,155
-928 Reduced 4.82%
18,338 $470 Million
Q2 2024

Jul 30, 2024

BUY
$20.41 - $22.23 $2,449 - $2,667
120 Added 0.63%
19,266 $426 Million
Q1 2024

Apr 25, 2024

SELL
$21.28 - $22.96 $19,045 - $20,549
-895 Reduced 4.47%
19,146 $428 Million
Q4 2023

Jan 24, 2024

BUY
$18.45 - $23.08 $369,756 - $462,546
20,041 New
20,041 $456 Million
Q2 2023

Aug 02, 2023

SELL
$20.22 - $21.63 $31,745 - $33,959
-1,570 Reduced 14.01%
9,638 $207 Million
Q1 2023

May 02, 2023

SELL
$19.83 - $23.92 $13,583 - $16,385
-685 Reduced 5.76%
11,208 $241 Million
Q4 2022

Feb 23, 2023

BUY
$19.45 - $22.52 $231,318 - $267,830
11,893 New
11,893 $252 Million

Others Institutions Holding DFAR

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFAR
  • Sector ETFs
  • Industry ETFs
More about DFAR
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