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 42,262 shares of DFAX stock, worth $1.35 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

42,262

Previous 42,859 1.39%

Holding current value

$1.35 Million

Previous $1.26 Billion 5.36%

% of portfolio

0.89%

Previous 0.84%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$29.25 - $31.56 $17,462 - $18,841	-597 Reduced 1.39%	42,262 $1.33 Billion
Q2 2025 Jul 28, 2025	SELL	$23.37 - $29.39 $95,910 - $120,616	-4,104 Reduced 8.74%	42,859 $1.26 Billion
Q1 2025 Apr 30, 2025	SELL	$24.45 - $27.2 $9,193 - $10,227	-376 Reduced 0.79%	46,963 $1.23 Billion
Q4 2024 Feb 11, 2025	SELL	$24.76 - $27.04 $35,183 - $38,423	-1,421 Reduced 2.91%	47,339 $1.18 Billion
Q3 2024 Oct 18, 2024	SELL	$24.29 - $27.25 $98,447 - $110,444	-4,053 Reduced 7.67%	48,760 $1.32 Billion

Q2 2024 Jul 25, 2024	SELL	$24.57 - $26.36 $16,339 - $17,529	-665 Reduced 1.24%	52,813 $1.34 Billion
Q1 2024 May 06, 2024	BUY	$23.42 - $25.45 $15,621 - $16,975	667 Added 1.26%	53,478 $1.36 Billion
Q4 2023 Feb 14, 2024	BUY	$21.44 - $24.42 $1.13 Million - $1.29 Million	52,811 New	52,811 $1.29 Billion

Others Institutions Holding DFAX

# of Institutions

666

Shares Held

257M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc. /Ca/, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. /Ca/ with notifications on news.

Account

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