HW

Heritage Wealth Management, Inc./Texas

13F
Heritage Wealth Management, Inc./Texas
Last update 2025-04-22 35 Stocks (4 new)
Value $173.00 Mil Turnover 8 %
Countries:
Top Holdings: DFUS(27.43%)DFUV(17.38%)DFAS(12.09%)DFCF(6.61%)DFAI(6.48%)
Summary Stock Picks Current Portfolio
Heritage Wealth Management, In... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFUS 		Dimensional U.S. Equity Market ETF
782,800
47,344.2
-2.32%
27.430
-0.70%
0.350
+5.14%
+2.22%
14,788.5
 
DFUV 		Dimensional US Marketwide Value ETF
728,145
30,006.7
+1.77%
17.380
+0.30%
0.270
+0.38%
+1.06%
11,233.7
 
DFAS 		Dimensional U.S. Small Cap ETF
349,388
20,875.9
+1.81%
12.090
+0.21%
0.230
+2.74%
-3.57%
9,980.7
 
DFCF 		Dimensional Core Fixed Income ETF
271,320
11,411.6
+4.03%
6.610
+0.26%
0.170
-0.11%
+2.16%
6,803.0
 
DFAI 		Dimensional International Core Equity Market ETF
358,256
11,188.4
-10.07%
6.480
-0.69%
0.120
+8.31%
+18.10%
10,241.8
 
DUHP 		Dimensional US High Profitability ETF
314,749
10,430.8
New Holding
6.040
+6.04%
0.140
+2.89%
+3.80%
8,304.9
 
VNQ 		Vanguard Real Estate Index Fund ETF
104,263
9,440.2
-23.22%
5.470
-1.65%
0.030
-1.17%
+1.92%
33,409.5
 
SGOV 		iShares 0-3 Month Treasury Bond ETF
64,797
6,522.9
+7.64%
3.780
+0.27%
0.020
+1.08%
+1.84%
47,079.0
 
DFAE 		Dimensional Emerging Core Equity Market ETF
153,639
3,977.7
-19.18%
2.300
-0.54%
0.080
+7.36%
+11.08%
5,832.1
 
DFAX 		Dimensional World ex U.S. Core Equity 2 ETF
121,746
3,189.7
-8.02%
1.850
-0.16%
0.040
+9.07%
+16.79%
8,451.1
 

Heritage Wealth Management, Inc./Texas's Historical Top Holdings Breakdowns

Heritage Wealth Management, Inc./Texas's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DUHP 		Dimensional US High Profitability ETF2025-03-31New Buy
+6.04%
●
32.57 ($34.36) 35.83
$34.99
1.83%
New holding
314,749
314,749
VNQ 		Vanguard Real Estate Index Fund ETF2025-03-31Reduce
-1.65%
●
85.55 ($90.76) 94.34
$89.87
-0.98%
Reduce -23.22%
104,263
-31,536
DFUS 		Dimensional U.S. Equity Market ETF2025-03-31Reduce
-0.70%
●
59.61 ($63.9) 66.74
$65.02
1.75%
Reduce -2.32%
782,800
-18,570
DFAI 		Dimensional International Core Equity Market ETF2025-03-31Reduce
-0.69%
●
28.88 ($30.87) 32.4
$34.38
11.37%
Reduce -10.07%
358,256
-40,108
DFAE 		Dimensional Emerging Core Equity Market ETF2025-03-31Reduce
-0.54%
●
24.64 ($25.96) 26.86
$28.12
8.32%
Reduce -19.18%
153,639
-36,457
DFUV 		Dimensional US Marketwide Value ETF2025-03-31Add
+0.30%
●
39.96 ($41.98) 43.23
$41.19
-1.88%
Add 1.77%
728,145
12,652
SGOV 		iShares 0-3 Month Treasury Bond ETF2025-03-31Add
+0.27%
●
100.34 ($100.51) 100.68
$100.44
-0.07%
Add 7.64%
64,797
4,599
DFCF 		Dimensional Core Fixed Income ETF2025-03-31Add
+0.26%
●
40.79 ($41.67) 42.32
$41.52
-0.36%
Add 4.03%
271,320
10,512
DFAS 		Dimensional U.S. Small Cap ETF2025-03-31Add
+0.21%
●
58.81 ($64.31) 68.2
$62.62
-2.63%
Add 1.81%
349,388
6,196
DFAU 		Dimensional US Core Equity Market ETF2025-03-31Reduce
-0.17%
●
37.84 ($40.57) 42.31
$41.12
1.36%
Reduce -43.17%
9,641
-7,324

Heritage Wealth Management, Inc./Texas Total Holding History ($B)

To

Heritage Wealth Management, Inc./Texas's Asset Allocation

To

Heritage Wealth Management, Inc./Texas Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Heritage Wealth Management, Inc./Texas's Hypothetical Growth since 2025-03-31

Heritage Wealth Management, Inc./Texas's Yearly Returns

Year Portfolio % % Excess Gain %

Heritage Wealth Management, Inc./Texas's Holdings Heat Map

Size field:

Heritage Wealth Management, Inc./Texas's Holdings Bubble Chart

Heritage Wealth Management, Inc./Texas News

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