Heritage Wealth Management, Inc./Texas — 13F holdings

Heritage Wealth Management, Inc./Texas reported 44 holdings worth $260M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

  1. DFUS DIMENSIONAL ETF TRUST — $72.9M (28.1%)
  2. DFUV DIMENSIONAL ETF TRUST — $36.7M (14.1%)
  3. DIMENSIONAL ETF TRUST — $35.1M (13.5%)
  4. DFAI DIMENSIONAL ETF TRUST — $25.6M (9.9%)
  5. DIMENSIONAL ETF TRUST — $14.5M (5.6%)
  6. DFCF DIMENSIONAL ETF TRUST — $14.1M (5.4%)
  7. MUB ISHARES TR — $10.5M (4.0%)
  8. VNQ VANGUARD INDEX FDS — $9.22M (3.5%)
  9. SGOV ISHARES TR — $8.98M (3.5%)
  10. DFAE DIMENSIONAL ETF TRUST — $7.99M (3.1%)