Heritage Wealth Management, Inc./Texas Dimensional ETF Tr U S Small C Transaction History

Heritage Wealth Management, Inc./Texas

$154 Billion
Q1 2024

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 309,243 shares of DFAS stock, worth $20.1 Million. This represents 12.52% of its overall portfolio holdings.

Number of Shares

309,243

Previous 300,527 2.9%

Holding current value

$20.1 Million

Previous $17.9 Billion 7.6%

% of portfolio

12.52%

Previous 12.62%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$56.66 - $62.34 $493,848 - $543,355	8,716 Added 2.9%	309,243 $19.3 Billion
Q4 2023 Jan 24, 2024	BUY	$48.83 - $60.51 $485,565 - $601,711	9,944 Added 3.42%	300,527 $17.9 Billion
Q3 2023 Nov 07, 2023	BUY	$51.84 - $57.67 $196,629 - $218,742	3,793 Added 1.32%	290,583 $15.3 Billion
Q2 2023 Aug 02, 2023	BUY	$49.85 - $54.8 $1.22 Million - $1.34 Million	24,509 Added 9.34%	286,790 $15.7 Billion
Q1 2023 May 02, 2023	BUY	$50.35 - $57.8 $398,973 - $458,007	7,924 Added 3.12%	262,281 $13.8 Billion

Q4 2022 Feb 23, 2023	BUY	$50.26 - $54.73 $12.8 Million - $13.9 Million	254,357 New	254,357 $13 Billion

Others Institutions Holding DFAS

# of Institutions

640

Shares Held

115M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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Heritage Wealth Management, Inc./Texas Dimensional ETF Tr U S Small C Transaction History