Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 285,421 shares of DFCF stock, worth $12.2 Million. This represents 5.38% of its overall portfolio holdings.
Number of Shares
285,421
Previous 266,366
7.15%
Holding current value
$12.2 Million
Previous $11.3 Billion
8.26%
% of portfolio
5.38%
Previous 5.6%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
441Shares Held
138MCall Options Held
0Put Options Held
0-
Truepoint, Inc.12MShares$514 Million12.3% of portfolio
-
Prudential Financial Inc Newark, NJ10.4MShares$445 Million0.56% of portfolio
-
Factory Mutual Insurance CO Waltham, MA4.54MShares$194 Million1.92% of portfolio
-
True Link Financial Advisors, LLC3.41MShares$146 Million9.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.15MShares$135 Million10.54% of portfolio