The Analysis of Heritage Wealth Management, Inc./Texas's Holdings


Currently, Heritage Wealth Management, Inc./Texas holds 39 types of securities in its portfolio with a total value $226.8M. In the most recent quarter, they have increased their positions in DFAI (+223.0K shares, valued at $8.1M), DFAE (+69.1K shares, valued at $2.2M), DFUS (+12.7K shares, valued at $921.4K); decreased their positions in MUB (-7.4K shares, valued at $789.1K), IJR (-2.4K shares, valued at $287.7K), TRGP (-1.2K shares, valued at $194.8K); initiated new positions in VTI (+936 shares, valued at $307.0K), MEAR (+5.8K shares, valued at $293.4K), VB (+814 shares, valued at $207.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFUS DIMENSIONAL ETF TRUST895.5K shares1.44%2025-09-302025-10-31history
DFUV DIMENSIONAL ETF TRUST678.9K shares0.82%2025-09-302025-10-31history
DFAS DIMENSIONAL ETF TRUST416.0K shares1.76%2025-09-302025-10-31history
DFAI DIMENSIONAL ETF TRUST604.9K shares58.38%2025-09-302025-10-31history
MUB ISHARES TR116.4K shares-5.99%2025-09-302025-10-31history
DFCF DIMENSIONAL ETF TRUST285.4K shares7.15%2025-09-302025-10-31history
DUHP DIMENSIONAL ETF TRUST314.5K shares4.81%2025-09-302025-10-31history
SGOV ISHARES TR76.8K shares7.61%2025-09-302025-10-31history
Sponsored
VNQ VANGUARD INDEX FDS81.6K shares2.15%2025-09-302025-10-31history
DFAE DIMENSIONAL ETF TRUST219.3K shares45.96%2025-09-302025-10-31history
DFAX DIMENSIONAL ETF TRUST116.4K shares-3.25%2025-09-302025-10-31history
IJR ISHARES TR25.0K shares-8.83%2025-09-302025-10-31history
IJH ISHARES TR39.5K shares-3.63%2025-09-302025-10-31history
AAPL APPLE INC6.1K shares-9.64%2025-09-302025-10-31history
DFIV DIMENSIONAL ETF TRUST30.9K shares0.12%2025-09-302025-10-31history
XOM EXXON MOBIL CORP9.7K shares12.80%2025-09-302025-10-31history
Sponsored
BRK.B BERKSHIRE HATHAWAY INC DEL1.8K shares0.00%2025-09-302025-10-31history
TRGP TARGA RES CORP4.8K shares-19.51%2025-09-302025-10-31history
IVV ISHARES TR1.1K shares-2.60%2025-09-302025-10-31history
MSFT MICROSOFT CORP1.1K shares0.00%2025-09-302025-10-31history
DLN WISDOMTREE TR6.5K shares-10.67%2025-09-302025-10-31history
SPGI S&P GLOBAL INC1.1K shares0.00%2025-09-302025-10-31history
CVX CHEVRON CORP NEW3.2K shares65.57%2025-09-302025-10-31history
AVGO BROADCOM INC1.5K shares0.00%2025-09-302025-10-31history
Sponsored
JPM JPMORGAN CHASE & CO.1.5K shares2.23%2025-09-302025-10-31history
DFAU DIMENSIONAL ETF TRUST9.7K shares0.14%2025-09-302025-10-31history
SLB SCHLUMBERGER LTD11.3K shares-23.96%2025-09-302025-10-31history
IUSV ISHARES TR3.2K shares-0.37%2025-09-302025-10-31history
VTI VANGUARD INDEX FDS936 sharesnew addition2025-09-302025-10-31history
IEFA ISHARES TR3.4K shares0.00%2025-09-302025-10-31history
MEAR ISHARES U S ETF TR5.8K sharesnew addition2025-09-302025-10-31history
ABBV ABBVIE INC1.1K shares0.00%2025-09-302025-10-31history
Sponsored
DFAR DIMENSIONAL ETF TRUST10.4K shares-14.92%2025-09-302025-10-31history
DGRO ISHARES TR3.5K shares-0.77%2025-09-302025-10-31history
T AT&T INC7.6K shares0.73%2025-09-302025-10-31history
VB VANGUARD INDEX FDS814 sharesnew addition2025-09-302025-10-31history
VIG VANGUARD SPECIALIZED FUNDS950 sharesnew addition2025-09-302025-10-31history
IBHE ISHARES TR8.6K shares0.33%2025-09-302025-10-31history
BDJ BLACKROCK ENHANCED EQUITY DI14.0K sharesnew addition2025-09-302025-10-31history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available