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

Heritage Wealth Management, Inc./Texas

$227 Billion
Q3 2025

A detailed history of Heritage Wealth Management, Inc./Texas transactions in Dimensional ETF Tr stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 604,915 shares of DFAI stock, worth $22.4 Million. This represents 9.69% of its overall portfolio holdings.

Number of Shares

604,915

Previous 381,943 58.38%

Holding current value

$22.4 Million

Previous $13.2 Billion 66.21%

% of portfolio

9.69%

Previous 6.57%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$34.05 - $36.55 $7.59 Million - $8.15 Million	222,972 Added 58.38%	604,915 $22 Billion
Q2 2025 Aug 01, 2025	BUY	$28.02 - $34.71 $663,709 - $822,175	23,687 Added 6.61%	381,943 $13.2 Billion
Q1 2025 Apr 21, 2025	SELL	$28.88 - $32.4 $1.16 Million - $1.3 Million	-40,108 Reduced 10.07%	358,256 $11.2 Billion
Q4 2024 Jan 17, 2025	BUY	$29.0 - $31.6 $1.52 Million - $1.65 Million	52,246 Added 15.09%	398,364 $11.6 Billion
Q3 2024 Oct 30, 2024	BUY	$28.69 - $32.06 $744,763 - $832,245	25,959 Added 8.11%	346,118 $11 Billion

Q2 2024 Jul 30, 2024	BUY	$28.93 - $30.91 $1.27 Million - $1.36 Million	43,885 Added 15.88%	320,159 $9.5 Billion
Q1 2024 Apr 25, 2024	BUY	$27.74 - $30.27 $220,505 - $240,616	7,949 Added 2.96%	276,274 $8.35 Billion
Q4 2023 Jan 24, 2024	BUY	$24.88 - $28.69 $327,122 - $377,216	13,148 Added 5.15%	268,325 $7.68 Billion
Q3 2023 Nov 07, 2023	BUY	$26.0 - $28.17 $195,000 - $211,275	7,500 Added 3.03%	255,177 $6.66 Billion
Q2 2023 Aug 02, 2023	BUY	$26.46 - $28.05 $349,642 - $370,652	13,214 Added 5.64%	247,677 $6.77 Billion
Q1 2023 May 02, 2023	BUY	$25.21 - $27.45 $580,838 - $632,448	23,040 Added 10.9%	234,463 $6.32 Billion
Q4 2022 Feb 23, 2023	BUY	$21.47 - $25.85 $4.54 Million - $5.47 Million	211,423 New	211,423 $5.29 Billion

Others Institutions Holding DFAI

# of Institutions

711

Shares Held

283M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
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Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Transaction History