Instuitional Investor - Heritage Wealth Management, Inc.xas
Fund Profile
Filing Period:
| Fund Name: | Heritage Wealth Management, Inc.xas |
| Portfolio Value | $172,610,559 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 782,800 | $47,344,166 | 27.43% | |
| 2. | Dimensional Etf Trust | 728,145 | $30,006,684 | 17.38% | |
| 3. | Dimensional Etf Trust | 349,388 | $20,875,936 | 12.09% | |
| 4. | Dimensional Etf Trust | 271,320 | $11,411,593 | 6.61% | |
| 5. | Dimensional Etf Trust | 358,256 | $11,188,403 | 6.48% |
