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 8,976 shares of DIHP stock, worth $237,415. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,976
Previous 8,958
0.2%
Holding current value
$237,415
Previous $230 Million
5.19%
% of portfolio
0.16%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding DIHP
# of Institutions
184Shares Held
80.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc14.9MShares$393 Million0.15% of portfolio
-
Mercer Global Advisors Inc Denver, CO14.6MShares$387 Million1.12% of portfolio
-
Forum Financial Management, LP Lombard, IL6.08MShares$161 Million3.17% of portfolio
-
Vista Wealth Management Group, LLC5.84MShares$155 Million12.39% of portfolio
-
Carlson Capital Management3.81MShares$101 Million7.97% of portfolio