Instuitional Investor - Heritage Wealth Management, Inc.xas
Fund Profile
Filing Period:
| Fund Name: | Heritage Wealth Management, Inc.xas |
| Portfolio Value | $230,429,390 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 883,122 | $65,501,462 | 28.43% | |
| 2. | Dimensional Etf Trust | 675,745 | $31,482,962 | 13.66% | |
| 3. | Dimensional Etf Trust | 427,125 | $29,758,147 | 12.91% | |
| 4. | Dimensional Etf Trust | 607,052 | $23,134,743 | 10.04% | |
| 5. | Dimensional Etf Trust | 301,280 | $12,822,863 | 5.56% |
Hedge Fund Resource Center 
