The Analysis of Heritage Wealth Management, Inc./Texas's Holdings
Currently, Heritage Wealth Management, Inc./Texas holds 38 types of securities in its portfolio with a total value $230.4M. In the most recent quarter, they have increased their positions in VNQ (+10.6K shares, valued at $935.6K), DFAS (+11.2K shares, valued at $777.2K), DFCF (+15.9K shares, valued at $675.0K); decreased their positions in MUB (-25.7K shares, valued at $2.8M), DFUS (-12.3K shares, valued at $915.6K), IJR (-3.9K shares, valued at $467.5K); initiated new positions in JNJ (+991 shares, valued at $205.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFUS DIMENSIONAL ETF TRUST883.1K shares-1.38%2025-12-312026-02-09
DFUV DIMENSIONAL ETF TRUST675.7K shares-0.46%2025-12-312026-02-09 DFAS DIMENSIONAL ETF TRUST427.1K shares2.68%2025-12-312026-02-09 DFAI DIMENSIONAL ETF TRUST607.1K shares0.35%2025-12-312026-02-09 DFCF DIMENSIONAL ETF TRUST301.3K shares5.56%2025-12-312026-02-09 DUHP DIMENSIONAL ETF TRUST329.5K shares4.76%2025-12-312026-02-09 MUB ISHARES TR90.7K shares-22.09%2025-12-312026-02-09 SGOV ISHARES TR82.9K shares8.03%2025-12-312026-02-09 VNQ VANGUARD INDEX FDS92.1K shares12.96%2025-12-312026-02-09 DFAE DIMENSIONAL ETF TRUST211.9K shares-3.39%2025-12-312026-02-09 DFAX DIMENSIONAL ETF TRUST115.5K shares-0.80%2025-12-312026-02-09 IJR ISHARES TR21.1K shares-15.57%2025-12-312026-02-09 IJH ISHARES TR35.4K shares-10.41%2025-12-312026-02-09 AAPL APPLE INC6.0K shares-1.51%2025-12-312026-02-09 DFIV DIMENSIONAL ETF TRUST30.7K shares-0.69%2025-12-312026-02-09 XOM EXXON MOBIL CORP9.7K shares0.17%2025-12-312026-02-09 TRGP TARGA RES CORP4.8K shares0.00%2025-12-312026-02-09 IVV ISHARES TR1.0K shares-7.37%2025-12-312026-02-09 SPGI S&P GLOBAL INC1.1K shares0.00%2025-12-312026-02-09 MSFT MICROSOFT CORP1.1K shares0.54%2025-12-312026-02-09 DLN WISDOMTREE TR5.9K shares-8.90%2025-12-312026-02-09 BROADCOM INC BROADCOM INC1.5K shares0.00%2025-12-312026-02-09 JPM JPMORGAN CHASE & CO.1.5K shares0.41%2025-12-312026-02-09 SLB SLB LIMITED12.2K shares7.94%2025-12-312026-02-09 CVX CHEVRON CORP NEW3.0K shares-5.94%2025-12-312026-02-09 DFAU DIMENSIONAL ETF TRUST8.3K shares-13.88%2025-12-312026-02-09 IUSV ISHARES TR3.2K shares0.00%2025-12-312026-02-09 IEFA ISHARES TR3.4K shares0.00%2025-12-312026-02-09 VTI VANGUARD INDEX FDS890 shares-4.91%2025-12-312026-02-09 MEAR ISHARES U S ETF TR5.8K shares0.00%2025-12-312026-02-09 ABBV ABBVIE INC1.1K shares0.00%2025-12-312026-02-09 DGRO ISHARES TR3.5K shares0.00%2025-12-312026-02-09 DFAR DIMENSIONAL ETF TRUST10.1K shares-2.33%2025-12-312026-02-09 VB VANGUARD INDEX FDS814 shares0.00%2025-12-312026-02-09 VIG VANGUARD SPECIALIZED FUNDS950 shares0.00%2025-12-312026-02-09 JNJ JOHNSON & JOHNSON991 sharesnew addition2025-12-312026-02-09 BDJ BLACKROCK ENHANCED EQUITY DI14.5K shares3.26%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available