Dimensional Etf Trust shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) 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 |
|---|---|---|---|
| 2025-09-30 | $1.4M | 31k | 46.12 |
| 2025-06-30 | $1.3M | 31k | 42.83 |
| 2025-03-31 | $1.4M | 36k | 39.36 |
| 2024-12-31 | $1.5M | 42k | 35.48 |
| 2024-09-30 | $1.6M | 43k | 38.08 |
| 2024-06-30 | $1.8M | 50k | 35.94 |
| 2024-03-31 | $1.8M | 50k | 36.75 |
| 2023-12-31 | $1.9M | 54k | 34.36 |
| 2023-09-30 | $1.8M | 54k | 32.62 |
| 2023-06-30 | $1.8M | 54k | 32.85 |
| 2023-03-31 | $1.7M | 53k | 32.23 |
| 2022-12-31 | $1.7M | 56k | 30.40 |
More positions owned by Heritage Wealth Management, Inc./Texas
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