Dimensional Etf Trust shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) 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 |
|---|---|---|---|
| 2026-03-31 | $213k | 6.1k | 35.04 |
| 2024-09-30 | $233k | 7.6k | 30.80 |
| 2024-06-30 | $218k | 7.6k | 28.78 |
| 2024-03-31 | $441k | 15k | 30.10 |
| 2023-12-31 | $426k | 15k | 29.12 |
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