Dimensional Etf Trust shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAR) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $885k | 37k | 23.85 |
| 2025-06-30 | $896k | 38k | 23.46 |
| 2025-03-31 | $874k | 37k | 23.77 |
| 2024-12-31 | $858k | 37k | 23.27 |
| 2024-09-30 | $939k | 37k | 25.64 |
| 2024-06-30 | $835k | 38k | 22.10 |
| 2024-03-31 | $827k | 37k | 22.37 |
| 2023-12-31 | $926k | 41k | 22.74 |
More positions owned by Heritage Wealth Management
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