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 43,098 shares of DFIV stock, worth $1.53 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

43,098

Previous 50,358 14.42%

Holding current value

$1.53 Million

Previous $1.81 Billion 9.32%

% of portfolio

0.95%

Previous 1.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$34.66 - $38.38 $251,631 - $278,638	-7,260 Reduced 14.42%	43,098 $1.64 Billion
Q2 2024 Jul 30, 2024	BUY	$35.5 - $38.02 $20,448 - $21,899	576 Added 1.16%	50,358 $1.81 Billion
Q1 2024 Apr 25, 2024	SELL	$33.15 - $36.75 $148,213 - $164,309	-4,471 Reduced 8.24%	49,782 $1.83 Billion
Q4 2023 Jan 24, 2024	BUY	$30.86 - $34.46 $9,535 - $10,648	309 Added 0.57%	54,253 $1.86 Billion
Q3 2023 Nov 07, 2023	BUY	$32.1 - $34.42 $3,210 - $3,442	100 Added 0.19%	53,944 $1.76 Billion
Q2 2023 Aug 02, 2023	BUY	$31.45 - $33.77 $17,674 - $18,978	562 Added 1.05%	53,844 $1.77 Billion
Q1 2023 May 02, 2023	SELL	$30.43 - $33.38 $71,966 - $78,943	-2,365 Reduced 4.25%	53,282 $1.72 Billion
Q4 2022 Feb 23, 2023	BUY	$25.88 - $31.1 $1.44 Million - $1.73 Million	55,647 New	55,647 $1.69 Billion

Others Institutions Holding DFIV

# of Institutions

559

Shares Held

193M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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