Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 18,593 shares of DFAR stock, worth $440,468. This represents 0.25% of its overall portfolio holdings.
Number of Shares
18,593
Previous 18,338
1.39%
Holding current value
$440,468
Previous $470 Million
7.99%
% of portfolio
0.25%
Previous 0.27%
Shares
8 transactions
Others Institutions Holding DFAR
# of Institutions
226Shares Held
36.5MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$71.6 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$52 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$46.2 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$38.5 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.4 Million2.99% of portfolio