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

Heritage Wealth Management, Inc. /Ca/

  • $141 Billion
  • Q3 2024

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 48,760 shares of DFAX stock, worth $1.22 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
48,760
Previous 52,813 7.67%
Holding current value
$1.22 Million
Previous $1.34 Billion 1.9%
% of portfolio
0.93%
Previous 0.99%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
512
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Heritage Wealth Management, Inc. /Ca/ Portfolio

Follow Heritage Wealth Management, Inc. /Ca/ and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email