Heritage Wealth Management, Inc. /Ca/ Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 37,085 shares of DFAR stock, worth $868,901. This represents 0.59% of its overall portfolio holdings.

Number of Shares

37,085

Previous 38,171 2.85%

Holding current value

$868,901

Previous $896 Million 1.23%

% of portfolio

0.59%

Previous 0.6%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$22.9 - $24.1 $24,869 - $26,172	-1,086 Reduced 2.85%	37,085 $884 Million
Q2 2025 Jul 28, 2025	BUY	$20.99 - $23.93 $29,071 - $33,143	1,385 Added 3.77%	38,171 $896 Million
Q1 2025 Apr 30, 2025	SELL	$22.35 - $24.52 $1,676 - $1,839	-75 Reduced 0.2%	36,786 $874 Million
Q4 2024 Feb 11, 2025	BUY	$22.72 - $25.76 $5,021 - $5,692	221 Added 0.6%	36,861 $858 Million
Q3 2024 Oct 18, 2024	SELL	$21.91 - $26.03 $24,933 - $29,622	-1,138 Reduced 3.01%	36,640 $939 Million

Q2 2024 Jul 25, 2024	BUY	$20.41 - $22.23 $16,756 - $18,250	821 Added 2.22%	37,778 $835 Million
Q1 2024 May 06, 2024	SELL	$21.28 - $22.96 $79,885 - $86,191	-3,754 Reduced 9.22%	36,957 $827 Million
Q4 2023 Feb 14, 2024	BUY	$18.45 - $23.08 $751,117 - $939,609	40,711 New	40,711 $926 Million

Others Institutions Holding DFAR

# of Institutions

279

Shares Held

45.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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