Heritage Wealth Management, Inc./Texas »

DFA Tax-Managed US Marketwide Value II shares owned by Heritage Wealth Management, Inc./Texas

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Heritage Wealth Management, Inc./Texas from 13F filings

Historical chart of Heritage Wealth Management, Inc./Texas investment in DFA Tax-Managed US Marketwide Value II

Tip: Access up to 7 years of quarterly data

All positions including DFA Tax-Managed US Marketwide Value II 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 DFA Tax-Managed US Marketwide Value II by Heritage Wealth Management, Inc./Texas

Quarter filed Position value Share count Share price at filing
2024-03-31 $24M 594k 40.90
2023-12-31 $21M 575k 37.22
2023-09-30 $19M 549k 34.02
2023-06-30 $19M 543k 34.50
2023-03-31 $17M 514k 33.48
2022-12-31 $16M 466k 33.48

More positions owned by Heritage Wealth Management, Inc./Texas

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Wisdomtree Tr Us Largecap Divd (DLN)
Exxon Mobil Corporation (XOM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Heritage Wealth Management, Inc./Texas

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Resource Consulting Group
Creative Planning
Wealth Enhancement Advisory Services
Modera Wealth Management
HPM Partners
Ml & R Wealth Management
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Truepoint
Trust Co of the South

View all funds holding DFA Tax-Managed US Marketwide Value II