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 $231,033. This represents 0.13% of its overall portfolio holdings.

Number of Shares

7,560

Previous 7,556 0.05%

Holding current value

$231,033

Previous $217 Million 7.08%

% of portfolio

0.13%

Previous 0.14%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

340

Shares Held

95.2M

Call Options Held

10.1K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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