Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 678,866 shares of DFUV stock, worth $30.6 Million. This represents 13.38% of its overall portfolio holdings.

Number of Shares

678,866

Previous 673,361 0.82%

Holding current value

$30.6 Million

Previous $28.5 Billion 6.49%

% of portfolio

13.38%

Previous 14.15%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$41.91 - $44.87 $230,714 - $247,009	5,505 Added 0.82%	678,866 $30.3 Billion
Q2 2025 Aug 01, 2025	SELL	$36.25 - $42.28 $1.99 Million - $2.32 Million	-54,784 Reduced 7.52%	673,361 $28.5 Billion
Q1 2025 Apr 21, 2025	BUY	$39.96 - $43.3 $505,573 - $547,831	12,652 Added 1.77%	728,145 $30 Billion
Q4 2024 Jan 17, 2025	BUY	$40.38 - $44.35 $2.27 Million - $2.49 Million	56,189 Added 8.52%	715,493 $29.3 Billion
Q3 2024 Oct 30, 2024	BUY	$38.51 - $41.69 $715,284 - $774,350	18,574 Added 2.9%	659,304 $27.5 Billion

Q2 2024 Jul 30, 2024	BUY	$38.53 - $40.76 $1.79 Million - $1.89 Million	46,339 Added 7.8%	640,730 $25.2 Billion
Q1 2024 Apr 25, 2024	BUY	$36.22 - $40.9 $688,252 - $777,181	19,002 Added 3.3%	594,391 $24.3 Billion
Q4 2023 Jan 24, 2024	BUY	$31.85 - $37.39 $842,050 - $988,516	26,438 Added 4.82%	575,389 $21.4 Billion
Q3 2023 Nov 07, 2023	BUY	$33.83 - $36.19 $201,119 - $215,149	5,945 Added 1.09%	548,951 $18.7 Billion
Q2 2023 Aug 02, 2023	BUY	$32.32 - $34.5 $954,765 - $1.02 Million	29,541 Added 5.75%	543,006 $18.7 Billion
Q1 2023 May 02, 2023	BUY	$31.9 - $35.83 $1.51 Million - $1.7 Million	47,358 Added 10.16%	513,465 $17.2 Billion
Q4 2022 Feb 23, 2023	BUY	$30.23 - $35.36 $14.1 Million - $16.5 Million	466,107 New	466,107 $15.6 Billion

Others Institutions Holding DFUV

# of Institutions

767

Shares Held

246M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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