Dimensional Etf Trust shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) 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 | $246k | 7.8k | 31.38 |
| 2025-06-30 | $230k | 7.8k | 29.37 |
| 2025-03-31 | $205k | 7.8k | 26.20 |
| 2024-09-30 | $212k | 7.8k | 27.01 |
| 2024-06-30 | $203k | 7.8k | 25.94 |
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