Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Us Marketwi Transaction History
Heritage Wealth Management, Inc./Texas
- $173 Billion
- Q1 2025
A detailed history of Heritage Wealth Management, Inc./Texas transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 728,145 shares of DFUV stock, worth $29.5 Million. This represents 17.38% of its overall portfolio holdings.
Number of Shares
728,145
Previous 715,493
1.77%
Holding current value
$29.5 Million
Previous $29.3 Billion
2.49%
% of portfolio
17.38%
Previous 17.23%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
728Shares Held
273MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.39 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.24 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$701 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$585 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$427 Million0.73% of portfolio