Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 260,808 shares of DFCF stock, worth $11 Million. This represents 6.34% of its overall portfolio holdings.

Number of Shares

260,808

Previous 250,640 4.06%

Holding current value

$11 Million

Previous $10.8 Billion 0.57%

% of portfolio

6.34%

Previous 6.27%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$41.17 - $43.34 $418,616 - $440,681	10,168 Added 4.06%	260,808 $10.8 Billion
Q3 2024 Oct 30, 2024	BUY	$41.34 - $43.55 $1.29 Million - $1.36 Million	31,126 Added 14.18%	250,640 $10.8 Billion
Q2 2024 Jul 30, 2024	BUY	$40.79 - $41.97 $862,912 - $887,875	21,155 Added 10.67%	219,514 $9.12 Billion
Q1 2024 Apr 25, 2024	BUY	$41.54 - $42.6 $588,663 - $603,684	14,171 Added 7.69%	198,359 $8.32 Billion
Q4 2023 Jan 24, 2024	BUY	$39.52 - $42.54 $7.28 Million - $7.84 Million	184,188 New	184,188 $7.81 Billion

Others Institutions Holding DFCF

# of Institutions

402

Shares Held

3.55B

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

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Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Core Fxd In Transaction History