Heritage Wealth Management, Inc./Texas Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 314,496 shares of DUHP stock, worth $11.8 Million. This represents 5.24% of its overall portfolio holdings.

Number of Shares
314,496
Previous 300,050 4.81%
Holding current value
$11.8 Million
Previous $10.7 Billion 11.43%
% of portfolio
5.24%
Previous 5.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$35.76 - $37.93 $516,588 - $547,936
14,446 Added 4.81%
314,496 $11.9 Billion
Q2 2025

Aug 01, 2025
SELL
$29.36 - $35.56 $431,562 - $522,696
-14,699 Reduced 4.67%
300,050 $10.7 Billion
Q1 2025

Apr 21, 2025
BUY
$32.57 - $35.82 $10.3 Million - $11.3 Million
314,749 New
314,749 $10.4 Billion

Others Institutions Holding DUHP

# of Institutions
487
Shares Held
223M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DUHP Quotes by TradingView
  • Ticker DUHP
  • Sector ETFs
  • Industry ETFs
More about DUHP
Track This Portfolio

Track Heritage Wealth Management, Inc./Texas Portfolio

Follow Heritage Wealth Management, Inc./Texas and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc./Texas, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc./Texas with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email