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

Heritage Wealth Management, Inc./Texas

$170 Billion
Q4 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 801,370 shares of DFUS stock, worth $52.8 Million. This represents 30.07% of its overall portfolio holdings.

Number of Shares

801,370

Previous 820,134 2.29%

Holding current value

$52.8 Million

Previous $51 Billion 0.15%

% of portfolio

30.07%

Previous 29.57%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$61.52 - $66.5 $1.15 Million - $1.25 Million	-18,764 Reduced 2.29%	801,370 $51.1 Billion
Q3 2024 Oct 30, 2024	SELL	$56.04 - $62.2 $813,196 - $902,584	-14,511 Reduced 1.74%	820,134 $51 Billion
Q2 2024 Jul 30, 2024	BUY	$53.83 - $59.14 $472,627 - $519,249	8,780 Added 1.06%	834,645 $49.1 Billion
Q1 2024 Apr 25, 2024	BUY	$50.79 - $56.98 $210,169 - $235,783	4,138 Added 0.5%	825,865 $47.1 Billion
Q4 2023 Jan 24, 2024	BUY	$44.51 - $52.0 $361,065 - $421,824	8,112 Added 1.0%	821,727 $42.6 Billion
Q3 2023 Nov 07, 2023	SELL	$46.29 - $49.87 $680,694 - $733,338	-14,705 Reduced 1.78%	813,615 $37.9 Billion
Q2 2023 Aug 02, 2023	BUY	$43.77 - $48.16 $693,885 - $763,480	15,853 Added 1.95%	828,320 $39.9 Billion
Q1 2023 May 02, 2023	BUY	$41.24 - $45.43 $633,735 - $698,122	15,367 Added 1.93%	812,467 $36.1 Billion
Q4 2022 Feb 23, 2023	BUY	$38.86 - $44.32 $31 Million - $35.3 Million	797,100 New	797,100 $33.2 Billion

Others Institutions Holding DFUS

# of Institutions

658

Shares Held

136M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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