Heritage Wealth Management, Inc. /Ca/ Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 132,404 shares of DFAC stock, worth $5.11 Million. This represents 3.42% of its overall portfolio holdings.

Number of Shares

132,404

Previous 134,341 1.44%

Holding current value

$5.11 Million

Previous $4.81 Billion 6.07%

% of portfolio

3.42%

Previous 3.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$36.04 - $38.78 $69,809 - $75,116	-1,937 Reduced 1.44%	132,404 $5.11 Billion
Q2 2025 Jul 28, 2025	SELL	$29.12 - $35.84 $323,843 - $398,576	-11,121 Reduced 7.65%	134,341 $4.81 Billion
Q1 2025 Apr 30, 2025	SELL	$32.42 - $36.13 $77,418 - $86,278	-2,388 Reduced 1.62%	145,462 $4.8 Billion
Q4 2024 Feb 11, 2025	SELL	$33.92 - $36.6 $320,917 - $346,272	-9,461 Reduced 6.01%	147,850 $5.11 Billion
Q3 2024 Oct 18, 2024	SELL	$31.05 - $34.29 $586,907 - $648,149	-18,902 Reduced 10.73%	157,311 $5.39 Billion

Q2 2024 Jul 25, 2024	SELL	$30.09 - $32.37 $129,868 - $139,708	-4,316 Reduced 2.39%	176,213 $5.68 Billion
Q1 2024 May 06, 2024	SELL	$28.62 - $31.95 $274,637 - $306,592	-9,596 Reduced 5.05%	180,529 $5.77 Billion
Q4 2023 Feb 14, 2024	BUY	$24.91 - $29.38 $4.74 Million - $5.59 Million	190,125 New	190,125 $5.56 Billion

Others Institutions Holding DFAC

# of Institutions

1,176

Shares Held

809M

Call Options Held

10.4K

Put Options Held

20.1K

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Heritage Wealth Management, Inc. /Ca/ Dimensional ETF Tr U S Core Eq Transaction History