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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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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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 |
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