Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 594,391 shares of DFUV stock, worth $23.3 Million. This represents 15.79% of its overall portfolio holdings.

Number of Shares

594,391

Previous 575,389 3.3%

Holding current value

$23.3 Million

Previous $21.4 Billion 13.52%

% of portfolio

15.79%

Previous 15.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$36.22 - $40.9 $688,252 - $777,181	19,002 Added 3.3%	594,391 $24.3 Billion
Q4 2023 Jan 24, 2024	BUY	$31.85 - $37.39 $842,050 - $988,516	26,438 Added 4.82%	575,389 $21.4 Billion
Q3 2023 Nov 07, 2023	BUY	$33.83 - $36.19 $201,119 - $215,149	5,945 Added 1.09%	548,951 $18.7 Billion
Q2 2023 Aug 02, 2023	BUY	$32.32 - $34.5 $954,765 - $1.02 Million	29,541 Added 5.75%	543,006 $18.7 Billion
Q1 2023 May 02, 2023	BUY	$31.9 - $35.83 $1.51 Million - $1.7 Million	47,358 Added 10.16%	513,465 $17.2 Billion

Q4 2022 Feb 23, 2023	BUY	$33.0 - $35.36 $15.4 Million - $16.5 Million	466,107 New	466,107 $15.6 Billion

Others Institutions Holding DFUV

# of Institutions

592

Shares Held

242M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

Track This Portfolio

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.

Account

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