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 |
|---|---|---|---|
| 2025-09-30 | $12M | 285k | 42.76 |
| 2025-06-30 | $11M | 266k | 42.32 |
| 2025-03-31 | $11M | 271k | 42.06 |
| 2024-12-31 | $11M | 261k | 41.27 |
| 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 |
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