Dimensional Etf Trust shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of Dimensional Etf Trust (DFEV) 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 |
|---|---|---|---|
| 2025-03-31 | $381k | 14k | 27.05 |
| 2024-12-31 | $379k | 15k | 26.21 |
| 2024-09-30 | $409k | 14k | 28.46 |
| 2024-06-30 | $390k | 14k | 27.50 |
| 2024-03-31 | $371k | 14k | 25.96 |
| 2023-12-31 | $360k | 14k | 25.20 |
| 2023-09-30 | $336k | 14k | 23.67 |
| 2023-06-30 | $342k | 14k | 24.37 |
| 2023-03-31 | $326k | 14k | 23.38 |
| 2022-12-31 | $315k | 14k | 22.61 |
More positions owned by Heritage Wealth Management, Inc./Texas
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