HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 DIMENSIONAL ETF TRUST (DFUS) |
825,865 | +4,138 | $47,058 |
| DFUS | 825,865 | +4,138 | $47,058 |
| DIMENSIONAL ETF TRUST (DFUV) |
594,391 | +19,002 | $24,311 |
| DFUV | 594,391 | +19,002 | $24,311 |
| DIMENSIONAL ETF TRUST (DFAS) |
309,243 | +8,716 | $19,278 |
| DFAS | 309,243 | +8,716 | $19,278 |
| VANGUARD INDEX FDS (VNQ) |
112,849 | +1,879 | $9,760 |
| VNQ | 112,849 | +1,879 | $9,760 |
| DIMENSIONAL ETF TRUST (DFAI) |
276,274 | +7,949 | $8,349 |
| DFAI | 276,274 | +7,949 | $8,349 |
| DIMENSIONAL ETF TRUST (DFCF) |
198,359 | +14,171 | $8,321 |
| DFCF | 198,359 | +14,171 | $8,321 |
| ISHARES TR (SGOV) |
49,549 | +3,670 | $4,990 |
| SGOV | 49,549 | +3,670 | $4,990 |
| ISHARES TR (IJR) |
37,971 | -991 | $4,197 |
| IJR | 37,971 | -991 | $4,197 |
| DIMENSIONAL ETF TRUST (DFAX) |
164,757 | +3,085 | $4,191 |
| DFAX | 164,757 | +3,085 | $4,191 |
| DIMENSIONAL ETF TRUST (DFAE) |
140,214 | +2,741 | $3,466 |
| DFAE | 140,214 | +2,741 | $3,466 |
| ISHARES TR (IJH) |
50,982 | +40,612 | $3,097 |
| IJH | 50,982 | +40,612 | $3,097 |
| DIMENSIONAL ETF TRUST (DFIV) |
49,782 | -4,471 | $1,830 |
| DFIV | 49,782 | -4,471 | $1,830 |
| WISDOMTREE TR |
23,635 | +429 | $1,706 |
| DLN | 23,635 | +429 | $1,706 |
| EXXON MOBIL CORP |
11,353 | +1,119 | $1,320 |
| XOM | 11,353 | +1,119 | $1,320 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
21,110 | +4,511 | $1,236 |
| VGIT | 21,110 | +4,511 | $1,236 |
| ISHARES TR (EFA) |
14,566 | +452 | $1,163 |
| EFA | 14,566 | +452 | $1,163 |
| APPLE INC |
6,161 | -58 | $1,056 |
| AAPL | 6,161 | -58 | $1,056 |
| TARGA RES CORP |
9,331 | UNCH | $1,045 |
| TRGP | 9,331 | UNCH | $1,045 |
| SCHLUMBERGER LTD |
15,713 | -108 | $861 |
| SLB | 15,713 | -108 | $861 |
| ISHARES TR (IVV) |
1,484 | +18 | $780 |
| IVV | 1,484 | +18 | $780 |
| CONOCOPHILLIPS |
5,498 | UNCH | $700 |
| COP | 5,498 | UNCH | $700 |
| DIMENSIONAL ETF TRUST (DFAU) |
18,401 | +668 | $672 |
| DFAU | 18,401 | +668 | $672 |
| S&P GLOBAL INC |
1,364 | -75 | $580 |
| SPGI | 1,364 | -75 | $580 |
| DIMENSIONAL ETF TRUST (DFSV) |
14,647 | +3 | $441 |
| DFSV | 14,647 | +3 | $441 |
| DIMENSIONAL ETF TRUST (DFAR) |
19,146 | -895 | $428 |
| DFAR | 19,146 | -895 | $428 |
 BERKSHIRE HATHAWAY INC DEL |
$399 | ||
| BRK.B | 948 | UNCH | $399 |
| MICROSOFT CORP |
896 | UNCH | $377 |
| MSFT | 896 | UNCH | $377 |
| DIMENSIONAL ETF TRUST (DFEV) |
14,301 | +14 | $371 |
| DFEV | 14,301 | +14 | $371 |
| FIDELITY MERRIMACK STR TR |
7,737 | -7,440 | $351 |
| FBND | 7,737 | -7,440 | $351 |
| FIDELITY COVINGTON TRUST |
4,471 | +1 | $312 |
| FHLC | 4,471 | +1 | $312 |
| CHEVRON CORP NEW |
1,959 | +2 | $309 |
| CVX | 1,959 | +2 | $309 |
| PHILLIPS 66 |
1,628 | UNCH | $266 |
| PSX | 1,628 | UNCH | $266 |
| DIMENSIONAL ETF TRUST (DIHP) |
8,976 | +18 | $242 |
| DIHP | 8,976 | +18 | $242 |
| NOVO NORDISK A S |
1,750 | +1,750 | $225 |
| NVO | 1,750 | +1,750 | $225 |
| ISHARES TR (IBHD) |
9,059 | +24 | $211 |
| IBHD | 9,059 | +24 | $211 |
See Full List: All Stocks Held By Heritage Wealth Management Inc. Texas
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Heritage Wealth Management Inc. Texas
|
Size ($ in 1000's)
At 03/31/2024: $153,961 At 12/31/2023: $141,956 Heritage Wealth Management Inc. Texas holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Heritage Wealth Management Inc. Texas 13F filings. Link to 13F filings: SEC filings |
