Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Emerging Mk Transaction History
Heritage Wealth Management, Inc./Texas
- $154 Billion
- Q1 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 14,301 shares of DFEV stock, worth $388,272. This represents 0.24% of its overall portfolio holdings.
Number of Shares
14,301
Previous 14,287
0.1%
Holding current value
$388,272
Previous $360 Million
3.12%
% of portfolio
0.24%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding DFEV
# of Institutions
135Shares Held
15.7MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.16MShares$58.7 Million4.19% of portfolio
-
Ritholtz Wealth Management924KShares$25.1 Million0.84% of portfolio
-
True Wealth Design, LLC Akron, OH767KShares$20.8 Million4.96% of portfolio
-
Marquette Asset Management, LLC620KShares$16.8 Million2.8% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA573KShares$15.6 Million0.17% of portfolio