Dimensional Etf Trust shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Heritage Wealth Management, Inc./Texas
from 13F filings
Historical chart of Heritage Wealth Management, Inc./Texas investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Heritage Wealth Management, Inc./Texas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.9M | 219k | 31.53 |
| 2025-06-30 | $4.3M | 150k | 28.90 |
| 2025-03-31 | $4.0M | 154k | 25.89 |
| 2024-12-31 | $4.8M | 190k | 25.37 |
| 2024-09-30 | $4.6M | 167k | 27.41 |
| 2024-06-30 | $4.1M | 160k | 25.87 |
| 2024-03-31 | $3.5M | 140k | 24.72 |
| 2023-12-31 | $3.3M | 138k | 24.11 |
| 2023-09-30 | $2.9M | 127k | 22.57 |
| 2023-06-30 | $2.9M | 125k | 23.46 |
| 2023-03-31 | $2.8M | 120k | 23.02 |
| 2022-12-31 | $2.5M | 114k | 21.95 |
More positions owned by Heritage Wealth Management, Inc./Texas
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