Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Dimensional Transaction History
Heritage Wealth Management, Inc./Texas
- $160 Billion
- Q2 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 19,266 shares of DFAR stock, worth $482,420. This represents 0.27% of its overall portfolio holdings.
Number of Shares
19,266
Previous 19,146
0.63%
Holding current value
$482,420
Previous $428 Million
0.6%
% of portfolio
0.27%
Previous 0.28%
Shares
6 transactions
Others Institutions Holding DFAR
# of Institutions
200Shares Held
34.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$73.9 Million4.94% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$53.8 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$47 Million11.83% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42 Million3.67% of portfolio
-
Savant Capital, LLC1.4MShares$34.9 Million0.3% of portfolio