Dimensional Etf Trust shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) 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 | $22M | 605k | 36.35 |
| 2025-06-30 | $13M | 382k | 34.64 |
| 2025-03-31 | $11M | 358k | 31.23 |
| 2024-12-31 | $12M | 398k | 29.20 |
| 2024-09-30 | $11M | 346k | 31.78 |
| 2024-06-30 | $9.5M | 320k | 29.67 |
| 2024-03-31 | $8.3M | 276k | 30.22 |
| 2023-12-31 | $7.7M | 268k | 28.64 |
| 2023-09-30 | $6.7M | 255k | 26.11 |
| 2023-06-30 | $6.8M | 248k | 27.32 |
| 2023-03-31 | $6.3M | 235k | 26.95 |
| 2022-12-31 | $5.3M | 211k | 25.04 |
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