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 $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
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$68.1 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$50.7 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$44.5 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$37.6 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$30.7 Million2.99% of portfolio