Dimensional Etf Trust shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) 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 | $65M | 896k | 72.44 |
| 2025-06-30 | $59M | 883k | 66.97 |
| 2025-03-31 | $47M | 783k | 60.48 |
| 2024-12-31 | $51M | 801k | 63.75 |
| 2024-09-30 | $51M | 820k | 62.20 |
| 2024-06-30 | $49M | 835k | 58.85 |
| 2024-03-31 | $47M | 826k | 56.98 |
| 2023-12-31 | $43M | 822k | 51.83 |
| 2023-09-30 | $38M | 814k | 46.55 |
| 2023-06-30 | $40M | 828k | 48.16 |
| 2023-03-31 | $36M | 813k | 44.43 |
| 2022-12-31 | $33M | 797k | 41.61 |
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