Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Transaction History
Heritage Wealth Management, Inc./Texas
- $170 Billion
- Q4 2024
A detailed history of Heritage Wealth Management, Inc./Texas transactions in Dimensional ETF Tr stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 190,096 shares of DFAE stock, worth $4.85 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
190,096
Previous 167,193
13.7%
Holding current value
$4.85 Million
Previous $4.58 Billion
5.24%
% of portfolio
2.84%
Previous 2.66%
Shares
9 transactions
Others Institutions Holding DFAE
# of Institutions
485Shares Held
146MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$323 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$228 Million2.96% of portfolio
-
Ubs Group Ag5.26MShares$134 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.54MShares$116 Million0.01% of portfolio
-
Foster Group, Inc.3.55MShares$90.7 Million3.58% of portfolio