Heritage Wealth Management, Inc./Texas Dimensional ETF Tr U S Small C Transaction History
Heritage Wealth Management, Inc./Texas
- $201 Billion
- Q2 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 408,772 shares of DFAS stock, worth $27 Million. This represents 12.93% of its overall portfolio holdings.
Number of Shares
408,772
Previous 349,388
17.0%
Holding current value
$27 Million
Previous $20.9 Billion
24.71%
% of portfolio
12.93%
Previous 12.09%
Shares
11 transactions
Others Institutions Holding DFAS
# of Institutions
849Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.34 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$518 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$411 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$385 Million21.68% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$184 Million3.23% of portfolio