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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

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Heritage Wealth Management 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

Quarter filed Position value Share count Share price at filing
2024-09-30 $212k 7.8k 27.01
2024-06-30 $203k 7.8k 25.94