Heritage Wealth Management, Inc./Texas »

Dimensional Etf Trust Core Fixed Incom shares owned by Heritage Wealth Management, Inc./Texas

Quarter-by-quarter ownership of Dimensional Etf Trust Core Fixed Incom (DFCF) shares owned by Heritage Wealth Management, Inc./Texas from 13F filings

Historical chart of Heritage Wealth Management, Inc./Texas investment in Dimensional Etf Trust Core Fixed Incom

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Quarterly reported holdings in Dimensional Etf Trust Core Fixed Incom by Heritage Wealth Management, Inc./Texas

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 251k 43.19
2024-06-30 $9.1M 220k 41.54
2024-03-31 $8.3M 198k 41.95
2023-12-31 $7.8M 184k 42.40

More positions owned by Heritage Wealth Management, Inc./Texas

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Targa Res Corp (TRGP)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Exxon Mobil Corporation (XOM)

View all positions for Heritage Wealth Management, Inc./Texas

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