Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 250,640 shares of DFCF stock, worth $10.5 Million. This represents 6.27% of its overall portfolio holdings.
Number of Shares
250,640
Previous 219,514
14.18%
Holding current value
$10.5 Million
Previous $9.12 Billion
18.71%
% of portfolio
6.27%
Previous 5.68%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
329Shares Held
87.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$437 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$116 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$101 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$86.8 Million12.12% of portfolio