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

324

Shares Held

91.7M

Call Options Held

0

Put Options Held

0

Truepoint, Inc.

10.3M
Shares

$433 Million
12.38% of portfolio
Hbk Sorce Advisory LLC Erie, PA

7.66M
Shares

$323 Million
11.84% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.78M
Shares

$117 Million
11.43% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.43M
Shares

$102 Million
1.24% of portfolio
Wp Wealth LLP Fort Worth, TX

2.41M
Shares

$102 Million
24.22% of portfolio

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

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