Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 14,364 shares of DFEV stock, worth $386,104. This represents 0.24% of its overall portfolio holdings.

Number of Shares

14,364

Previous 14,196 1.18%

Holding current value

$386,104

Previous $390 Million 4.7%

% of portfolio

0.24%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$25.73 - $28.81 $4,322 - $4,840	168 Added 1.18%	14,364 $409 Million
Q2 2024 Jul 30, 2024	SELL	$25.39 - $27.96 $2,665 - $2,935	-105 Reduced 0.73%	14,196 $390 Million
Q1 2024 Apr 25, 2024	BUY	$23.76 - $25.97 $332 - $363	14 Added 0.1%	14,301 $371 Million
Q4 2023 Jan 24, 2024	BUY	$22.6 - $25.2 $2,034 - $2,268	90 Added 0.63%	14,287 $360 Million
Q3 2023 Nov 07, 2023	BUY	$23.53 - $25.86 $3,600 - $3,956	153 Added 1.09%	14,197 $336 Million
Q2 2023 Aug 02, 2023	BUY	$23.36 - $25.06 $2,803 - $3,007	120 Added 0.86%	14,044 $342 Million
Q4 2022 Feb 23, 2023	BUY	$20.51 - $23.31 $285,581 - $324,568	13,924 New	13,924 $315 Million

Others Institutions Holding DFEV

# of Institutions

160

Shares Held

18.9M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEV
Sector ETFs
Industry ETFs

More about DFEV

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Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Emerging Mk Transaction History