Heritage Wealth Management, Inc./Texas has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $173 Billion distributed in 35 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $47.3B, Dimensional ETF Tr Us Marketwi with a value of $30B, Dimensional ETF Tr U S Small C with a value of $20.9B, Dimensional ETF Tr Core Fxd In with a value of $11.4B, and Dimensional ETF Tr with a value of $11.2B.
Examining the 13F form we can see an increase of $2.72B in the current position value, from $170B to 173B.
Heritage Wealth Management, Inc./Texas is based out at Houston, TX
Below you can find more details about Heritage Wealth Management, Inc./Texas portfolio as well as his latest detailed transactions.
