Instuitional Investor - Heritage Wealth Management, Inc.xas
Fund Profile
Filing Period:
| Fund Name: | Heritage Wealth Management, Inc.xas |
| Portfolio Value | $233,992,471 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 894,614 | $63,437,592 | 27.11% | |
| 2. | Dimensional Etf Trust | 687,946 | $33,337,908 | 14.25% | |
| 3. | Dimensional Etf Trust | 434,306 | $30,892,236 | 13.2% | |
| 4. | Dimensional Etf Trust | 622,862 | $24,266,614 | 10.37% | |
| 5. | Dimensional Etf Trust | 311,227 | $13,139,990 | 5.62% |
Hedge Fund Resource Center 
