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 $10.6 Million. This represents 6.27% of its overall portfolio holdings.
Number of Shares
250,640
Previous 219,514
14.18%
Holding current value
$10.6 Million
Previous $9.12 Billion
18.71%
% of portfolio
6.27%
Previous 5.68%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
324Shares Held
91.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$433 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$323 Million11.84% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$117 Million11.43% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$102 Million1.24% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$102 Million24.22% of portfolio