Dimensional Etf Trust shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of Dimensional Etf Trust (DIHP) 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 |
|---|---|---|---|
| 2024-12-31 | $230k | 9.1k | 25.23 |
| 2024-09-30 | $252k | 9.1k | 27.70 |
| 2024-06-30 | $238k | 9.1k | 26.32 |
| 2024-03-31 | $242k | 9.0k | 26.94 |
| 2023-12-31 | $230k | 9.0k | 25.66 |
| 2023-09-30 | $207k | 8.9k | 23.19 |
| 2023-06-30 | $214k | 8.8k | 24.48 |
| 2023-03-31 | $210k | 8.7k | 24.18 |
More positions owned by Heritage Wealth Management, Inc./Texas
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