Heritage Wealth Management, Inc. Davis Fundamental ETF Tr Transaction History

Heritage Wealth Management, Inc.

  • $341 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 26,720 shares of DWLD stock, worth $1.2 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
26,720
Previous 24,320 9.87%
Holding current value
$1.2 Million
Previous $1.01 Billion 19.92%
% of portfolio
0.35%
Previous 0.33%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$40.83 - $45.55 $97,992 - $109,320
2,400 Added 9.87%
26,720 $1.21 Billion
Q2 2025

Aug 14, 2025
BUY
$33.22 - $41.44 $96,338 - $120,176
2,900 Added 13.54%
24,320 $1.01 Billion
Q4 2024

Feb 05, 2025
BUY
$36.31 - $39.73 $30,863 - $33,770
850 Added 4.13%
21,420 $778 Million
Q3 2024

Oct 31, 2024
BUY
$31.58 - $38.08 $28,422 - $34,272
900 Added 4.58%
20,570 $780 Million
Q2 2024

Sep 09, 2024
BUY
$31.44 - $35.26 $618,424 - $693,564
19,670 New
19,670 $667 Million

Others Institutions Holding DWLD

# of Institutions
57
Shares Held
7.08M
Call Options Held
0
Put Options Held
0
View Full List

About DAVIS FUNDAMENTAL ETF TR

DWLD Quotes by TradingView
  • Ticker DWLD
  • Sector ETFs
  • Industry ETFs
More about DWLD
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