Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Core Fxd In Call Options Transaction History

Heritage Wealth Management, Inc./Texas

$173 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFCF

# of Institutions

329

Shares Held

87.7M

Call Options Held

0

Put Options Held

0

Truepoint, Inc.

10.5M
Shares

$437 Million
12.4% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.78M
Shares

$116 Million
11.43% of portfolio
Wp Wealth LLP Fort Worth, TX

2.66M
Shares

$111 Million
23.84% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.43M
Shares

$101 Million
1.24% of portfolio
Great Waters Wealth Management Minneapolis, MN

2.08M
Shares

$86.8 Million
12.12% of portfolio

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc./Texas, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc./Texas with notifications on news.