Heritage Wealth Management, Inc./Texas Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 782,800 shares of DFUS stock, worth $45.3 Million. This represents 27.43% of its overall portfolio holdings.
Number of Shares
782,800
Previous 801,370
2.32%
Holding current value
$45.3 Million
Previous $51.1 Billion
7.33%
% of portfolio
27.43%
Previous 30.07%
Shares
10 transactions
Others Institutions Holding DFUS
# of Institutions
741Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.53 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$461 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$336 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$277 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$234 Million0.09% of portfolio