Heritage Wealth Management, Inc./Texas Dimensional ETF Tr U S Small C 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 U S Small C stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 332,066 shares of DFAS stock, worth $21.7 Million. This represents 12.48% of its overall portfolio holdings.
Number of Shares
332,066
Previous 332,904
0.25%
Holding current value
$21.7 Million
Previous $20 Billion
7.61%
% of portfolio
12.48%
Previous 12.46%
Shares
8 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$734 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$458 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$436 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$322 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$178 Million1.82% of portfolio