Heritage Wealth Management, Inc./Texas »

Dimensional Etf Trust shares owned by Heritage Wealth Management, Inc./Texas

Quarter-by-quarter ownership of Dimensional Etf Trust (DUHP) 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 $12M 315k 37.77
2025-06-30 $11M 300k 35.53
2025-03-31 $10M 315k 33.14

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

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)

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

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