Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Transaction History
Heritage Wealth Management, Inc./Texas
- $173 Billion
- Q3 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 167,193 shares of DFAE stock, worth $4.28 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
167,193
Previous 160,317
4.29%
Holding current value
$4.28 Million
Previous $4.15 Billion
10.5%
% of portfolio
2.66%
Previous 2.58%
Shares
8 transactions
Others Institutions Holding DFAE
# of Institutions
474Shares Held
141MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$324 Million1.32% of portfolio
-
Mather Group, Llc. Chicago, IL6.14MShares$157 Million2.17% of portfolio
-
Ubs Group Ag5.26MShares$135 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.54MShares$116 Million0.01% of portfolio
-
Foster Group, Inc.3.5MShares$89.6 Million3.72% of portfolio