Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Core Fxd In Transaction History
Heritage Wealth Management, Inc./Texas
- $160 Billion
- Q2 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 219,514 shares of DFCF stock, worth $9.4 Million. This represents 5.68% of its overall portfolio holdings.
Number of Shares
219,514
Previous 198,359
10.67%
Holding current value
$9.4 Million
Previous $8.32 Billion
9.59%
% of portfolio
5.68%
Previous 5.4%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
313Shares Held
88.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$440 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$328 Million11.84% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$133 Million21.55% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$119 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$103 Million24.22% of portfolio