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

Heritage Wealth Management, Inc. /Ca/

  • $149 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Dimensional ETF Tr stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 5,554 shares of DFAU stock, worth $255,206. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,554
Previous 5,809 4.39%
Holding current value
$255,206
Previous $246 Million 3.28%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Nov 05, 2025
SELL
$42.42 - $45.96 $10,817 - $11,719
-255 Reduced 4.39%
5,554 $254 Million
Q1 2025

Apr 30, 2025
SELL
$37.84 - $42.29 $77,496 - $86,609
-2,048 Reduced 26.07%
5,809 $223 Million
Q4 2024

Feb 11, 2025
SELL
$39.27 - $42.38 $17,043 - $18,392
-434 Reduced 5.23%
7,857 $318 Million
Q4 2023

Feb 14, 2024
BUY
$28.58 - $33.37 $236,956 - $276,670
8,291 New
8,291 $276 Million

Others Institutions Holding DFAU

# of Institutions
546
Shares Held
149M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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