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

Heritage Wealth Management, Inc./Texas

$227 Billion
Q3 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 30,866 shares of DFIV stock, worth $1.48 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

30,866

Previous 30,830 0.12%

Holding current value

$1.48 Million

Previous $1.32 Billion 7.8%

% of portfolio

0.63%

Previous 0.66%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$42.66 - $46.53 $1,535 - $1,675	36 Added 0.12%	30,866 $1.42 Billion
Q2 2025 Aug 01, 2025	SELL	$34.67 - $43.21 $192,522 - $239,945	-5,553 Reduced 15.26%	30,830 $1.32 Billion
Q1 2025 Apr 21, 2025	SELL	$35.33 - $40.77 $199,119 - $229,779	-5,636 Reduced 13.41%	36,383 $1.43 Billion
Q4 2024 Jan 17, 2025	SELL	$34.86 - $37.97 $37,613 - $40,969	-1,079 Reduced 2.5%	42,019 $1.49 Billion
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

792

Shares Held

258M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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