Heritage Wealth Management, Inc./Texas Dimensional ETF Tr U S Small C Transaction History
Heritage Wealth Management, Inc./Texas
- $173 Billion
- Q1 2025
A detailed history of Heritage Wealth Management, Inc./Texas transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 349,388 shares of DFAS stock, worth $22.8 Million. This represents 12.09% of its overall portfolio holdings.
Number of Shares
349,388
Previous 343,192
1.81%
Holding current value
$22.8 Million
Previous $22.3 Billion
6.53%
% of portfolio
12.09%
Previous 13.15%
Shares
10 transactions
Others Institutions Holding DFAS
# of Institutions
829Shares Held
128MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.1 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$521 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$380 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$351 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$182 Million3.23% of portfolio