Dimensional Etf Trust shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) 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 | $29M | 416k | 68.46 |
| 2025-06-30 | $26M | 409k | 63.69 |
| 2025-03-31 | $21M | 349k | 59.75 |
| 2024-12-31 | $22M | 343k | 65.08 |
| 2024-09-30 | $22M | 332k | 64.82 |
| 2024-06-30 | $20M | 333k | 60.08 |
| 2024-03-31 | $19M | 309k | 62.34 |
| 2023-12-31 | $18M | 301k | 59.62 |
| 2023-09-30 | $15M | 291k | 52.49 |
| 2023-06-30 | $16M | 287k | 54.80 |
| 2023-03-31 | $14M | 262k | 52.70 |
| 2022-12-31 | $13M | 254k | 51.15 |
More positions owned by Heritage Wealth Management, Inc./Texas
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