Heritage Wealth Management, Inc./Texas »

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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All positions including Dimensional Etf Trust held by Heritage Wealth Management, Inc./Texas consolidated in one spreadsheet with up to 7 years of data

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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
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