Heritage Wealth Management, Inc./Texas Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 801,370 shares of DFUS stock, worth $48.2 Million. This represents 30.07% of its overall portfolio holdings.
Number of Shares
801,370
Previous 820,134
2.29%
Holding current value
$48.2 Million
Previous $51 Billion
0.15%
% of portfolio
30.07%
Previous 29.57%
Shares
9 transactions
Others Institutions Holding DFUS
# of Institutions
734Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.59 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$479 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$349 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$288 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$243 Million0.09% of portfolio