Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 7,560 shares of DFSV stock, worth $247,590. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,560
Previous 7,556 0.05%
Holding current value
$247,590
Previous $217 Million 7.08%
% of portfolio
0.13%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$28.25 - $31.7 $113 - $126
4 Added 0.05%
7,560 $233 Million
Q2 2024

Jul 30, 2024
SELL
$27.81 - $30.13 $197,200 - $213,651
-7,091 Reduced 48.41%
7,556 $217 Million
Q1 2024

Apr 25, 2024
BUY
$27.45 - $30.1 $82 - $90
3 Added 0.02%
14,647 $441 Million
Q4 2023

Jan 24, 2024
BUY
$23.61 - $29.53 $345,744 - $432,437
14,644 New
14,644 $426 Million

Others Institutions Holding DFSV

# of Institutions
339
Shares Held
95.1M
Call Options Held
10.1K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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