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 49,500 shares of DFAI stock, worth $1.84 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

49,500

Previous 53,049 6.69%

Holding current value

$1.84 Million

Previous $1.83 Billion 1.88%

% of portfolio

1.21%

Previous 1.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$34.05 - $36.55 $120,843 - $129,715	-3,549 Reduced 6.69%	49,500 $1.8 Billion
Q2 2025 Jul 28, 2025	BUY	$28.02 - $34.71 $36,510 - $45,227	1,303 Added 2.52%	53,049 $1.83 Billion
Q1 2025 Apr 30, 2025	SELL	$28.88 - $32.4 $6,498 - $7,290	-225 Reduced 0.43%	51,746 $1.62 Billion
Q4 2024 Feb 11, 2025	SELL	$29.0 - $31.6 $204,160 - $222,464	-7,040 Reduced 11.93%	51,971 $1.52 Billion
Q3 2024 Oct 18, 2024	SELL	$28.69 - $32.06 $10,988 - $12,278	-383 Reduced 0.64%	59,011 $1.88 Billion

Q2 2024 Jul 25, 2024	BUY	$28.93 - $30.91 $45,506 - $48,621	1,573 Added 2.72%	59,394 $1.76 Billion
Q1 2024 May 06, 2024	SELL	$27.74 - $30.27 $103,137 - $112,543	-3,718 Reduced 6.04%	57,821 $1.75 Billion
Q4 2023 Feb 14, 2024	BUY	$24.88 - $28.69 $1.53 Million - $1.77 Million	61,539 New	61,539 $1.76 Billion

Others Institutions Holding DFAI

# of Institutions

711

Shares Held

283M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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