Heritage Wealth Advisors Dimensional ETF Tr Transaction History

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Heritage Wealth Advisors holds 2,517 shares of DFAX stock, worth $65,366. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,517
Previous 2,517 -0.0%
Holding current value
$65,366
Previous $67,000 7.46%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Dec 12, 2024
SELL
$21.44 - $24.42 $30,937 - $35,238
-1,443 Reduced 36.44%
2,517 $61,000
Q4 2023

Feb 09, 2024
SELL
$21.44 - $24.42 $30,937 - $35,238
-1,443 Reduced 36.44%
2,517 $61,000
Q2 2023

Dec 12, 2024
BUY
$22.56 - $24.03 $32,554 - $34,675
1,443 Added 57.33%
3,960 $92,000
Q3 2022

Dec 12, 2024
BUY
$18.89 - $22.64 $27,258 - $32,669
1,443 Added 57.33%
3,960 $74,000
Q2 2022

Aug 04, 2022
SELL
$21.22 - $25.37 $82,758 - $98,943
-3,900 Reduced 49.62%
3,960 $85,000
Q1 2022

May 11, 2022
SELL
$23.26 - $26.72 $40,705 - $46,760
-1,750 Reduced 18.21%
7,860 $196,000
Q3 2021

Nov 02, 2021
BUY
$25.83 - $27.21 $248,226 - $261,488
9,610 New
9,610 $248,000

Others Institutions Holding DFAX

# of Institutions
542
Shares Held
239M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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