Dimensional Etf Trust shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) 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 |
|---|---|---|---|
| 2024-12-31 | $3.3M | 132k | 24.86 |
| 2024-09-30 | $4.2M | 156k | 27.01 |
| 2024-06-30 | $4.2M | 166k | 25.42 |
| 2024-03-31 | $4.2M | 165k | 25.44 |
| 2023-12-31 | $3.9M | 162k | 24.42 |
| 2023-09-30 | $3.5M | 157k | 22.52 |
| 2023-06-30 | $3.6M | 156k | 23.31 |
| 2023-03-31 | $3.6M | 155k | 23.06 |
| 2022-12-31 | $3.4M | 156k | 21.60 |
More positions owned by Heritage Wealth Management, Inc./Texas
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