Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 14,647 shares of DFSV stock, worth $462,112. This represents 0.29% of its overall portfolio holdings.

Number of Shares
14,647
Previous 14,644 0.02%
Holding current value
$462,112
Previous $426 Million 3.38%
% of portfolio
0.29%
Previous 0.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
303
Shares Held
73.6M
Call Options Held
0
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
Track This Portfolio

Track Heritage Wealth Management, Inc./Texas Portfolio

Follow Heritage Wealth Management, Inc./Texas and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc./Texas, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc./Texas with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email