Heritage Wealth Management, Inc./Texas Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 820,134 shares of DFUS stock, worth $52.8 Million. This represents 29.57% of its overall portfolio holdings.
Number of Shares
820,134
Previous 834,645
1.74%
Holding current value
$52.8 Million
Previous $49.1 Billion
3.86%
% of portfolio
29.57%
Previous 30.6%
Shares
8 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$563 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$512 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$377 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$319 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$265 Million0.08% of portfolio