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Home > Institutional Investor > Heritage Wealth Management, Inc.xas > Profile

Instuitional Investor - Heritage Wealth Management, Inc.xas

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Heritage Wealth Management, Inc.xas
Portfolio Value	$259,746,197

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Dimensional Etf Trust	DFAC	889,725	$72,903,982	28.07%
2.	Dimensional Etf Trust	DFAC	667,599	$36,724,754	14.14%
3.	Dimensional Etf Trust	DFAC	426,641	$35,129,618	13.52%
4.	Dimensional Etf Trust	DFAC	621,176	$25,623,896	9.86%
5.	Dimensional Etf Trust	DFAC	346,325	$14,452,673	5.56%