Dimensional Etf Trust shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAR) 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 | $247k | 10k | 23.85 |
| 2025-06-30 | $286k | 12k | 23.46 |
| 2025-03-31 | $355k | 15k | 23.77 |
| 2024-12-31 | $433k | 19k | 23.27 |
| 2024-09-30 | $470k | 18k | 25.64 |
| 2024-06-30 | $426k | 19k | 22.10 |
| 2024-03-31 | $428k | 19k | 22.37 |
| 2023-12-31 | $456k | 20k | 22.74 |
| 2023-06-30 | $207k | 9.6k | 21.52 |
| 2023-03-31 | $241k | 11k | 21.49 |
| 2022-12-31 | $252k | 12k | 21.15 |
More positions owned by Heritage Wealth Management, Inc./Texas
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