Heritage Wealth Management, Inc./Texas Dimensional ETF Tr U S Small C 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 U S Small C stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 343,192 shares of DFAS stock, worth $23.1 Million. This represents 13.15% of its overall portfolio holdings.
Number of Shares
343,192
Previous 332,066
3.35%
Holding current value
$23.1 Million
Previous $21.5 Billion
3.77%
% of portfolio
13.15%
Previous 12.48%
Shares
9 transactions
Others Institutions Holding DFAS
# of Institutions
712Shares Held
110MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$755 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$471 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$441 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$331 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio