Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Transaction History
Heritage Wealth Management, Inc./Texas
- $170 Billion
- Q4 2024
A detailed history of Heritage Wealth Management, Inc./Texas transactions in Dimensional ETF Tr stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 42,019 shares of DFIV stock, worth $1.56 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
42,019
Previous 43,098
2.5%
Holding current value
$1.56 Million
Previous $1.64 Billion
9.15%
% of portfolio
0.88%
Previous 0.95%
Shares
9 transactions
Others Institutions Holding DFIV
# of Institutions
569Shares Held
195MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$720 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$703 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$415 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$288 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$250 Million0.04% of portfolio