Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Transaction History
Heritage Wealth Management, Inc./Texas
- $173 Billion
- Q1 2025
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 121,746 shares of DFAX stock, worth $3.21 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
121,746
Previous 132,364
8.02%
Holding current value
$3.21 Million
Previous $3.29 Billion
3.06%
% of portfolio
1.85%
Previous 1.94%
Shares
10 transactions
Others Institutions Holding DFAX
# of Institutions
581Shares Held
244MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$296 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$220 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$199 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$199 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio