Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Dimensional Transaction History

Heritage Wealth Management, Inc./Texas

$173 Billion
Q3 2024

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 $459,000. This represents 0.27% of its overall portfolio holdings.

Number of Shares

18,338

Previous 19,266 4.82%

Holding current value

$459,000

Previous $426 Million 10.44%

% of portfolio

0.27%

Previous 0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

218

Shares Held

35.5M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Dimensional Transaction History