Heritage Wealth Management, Inc./Texas »

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

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Heritage Wealth Management, Inc./Texas consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Heritage Wealth Management, Inc./Texas

Quarter filed Position value Share count Share price at filing
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