Dimensional Etf Trust shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) 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 | $443k | 9.7k | 45.77 |
| 2025-06-30 | $409k | 9.7k | 42.36 |
| 2025-03-31 | $371k | 9.6k | 38.44 |
| 2024-12-31 | $687k | 17k | 40.49 |
| 2024-09-30 | $671k | 17k | 39.69 |
| 2024-06-30 | $688k | 18k | 37.49 |
| 2024-03-31 | $672k | 18k | 36.54 |
| 2023-12-31 | $590k | 18k | 33.25 |
| 2023-09-30 | $529k | 18k | 29.95 |
| 2023-06-30 | $571k | 18k | 30.99 |
| 2023-03-31 | $550k | 19k | 28.77 |
| 2022-12-31 | $502k | 19k | 27.02 |
More positions owned by Heritage Wealth Management, Inc./Texas
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