Heritage Wealth Management, Inc./Texas Top Holdings and 13F Report (2025) About Heritage Wealth Management, Inc./TexasInvestment ActivityHeritage Wealth Management, Inc./Texas has $172.61 million in total holdings as of March 31, 2025.Heritage Wealth Management, Inc./Texas owns shares of 35 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 7.70% of the portfolio was purchased this quarter.About 4.45% of the portfolio was sold this quarter.This quarter, Heritage Wealth Management, Inc./Texas has purchased 31 new stocks and bought additional shares in 10 stocks.Heritage Wealth Management, Inc./Texas sold shares of 16 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Equity ETF $47,344,166Dimensional US Marketwide Value ETF $30,006,684Dimensional U.S. Small Cap ETF $20,875,936Dimensional Core Fixed Income ETF $11,411,593Dimensional International Core Equity Market ETF $11,188,403 Largest New Holdings this Quarter 25434V831 - Dimensional US High Profitability ETF $10,430,795 Holding00287Y109 - AbbVie $231,520 Holding00206R102 - AT&T $211,988 Holding478160104 - Johnson & Johnson $204,979 Holding Largest Purchases this Quarter Dimensional US High Profitability ETF 314,749 shares (about $10.43M)Dimensional US Marketwide Value ETF 12,652 shares (about $521.39K)iShares 0-3 Month Treasury Bond ETF 4,599 shares (about $462.97K)Dimensional Core Fixed Income ETF 10,512 shares (about $442.13K)Dimensional U.S. Small Cap ETF 6,196 shares (about $370.21K) Largest Sales this Quarter Vanguard Real Estate ETF 31,536 shares (about $2.86M)Dimensional International Core Equity Market ETF 40,108 shares (about $1.25M)Dimensional U.S. Equity ETF 18,570 shares (about $1.12M)Dimensional Emerging Core Equity Market ETF 36,457 shares (about $943.87K)Dimensional US Core Equity Market ETF 7,324 shares (about $281.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHeritage Wealth Management, Inc./Texas Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFUSDimensional U.S. Equity ETF$47,344,166$1,123,124 ▼-2.3%782,80027.4%ETFDFUVDimensional US Marketwide Value ETF$30,006,684$521,386 ▲1.8%728,14517.4%ETFDFASDimensional U.S. Small Cap ETF$20,875,936$370,211 ▲1.8%349,38812.1%ETFDFCFDimensional Core Fixed Income ETF$11,411,593$442,130 ▲4.0%271,3206.6%ETFDFAIDimensional International Core Equity Market ETF$11,188,403$1,252,580 ▼-10.1%358,2566.5%ETFDUHPDimensional US High Profitability ETF$10,430,795$10,430,795 ▲New Holding314,7496.0%ETFVNQVanguard Real Estate ETF$9,440,232$2,855,348 ▼-23.2%104,2635.5%ETFSGOViShares 0-3 Month Treasury Bond ETF$6,522,894$462,966 ▲7.6%64,7973.8%ETFDFAEDimensional Emerging Core Equity Market ETF$3,977,706$943,870 ▼-19.2%153,6392.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$3,189,724$278,190 ▼-8.0%121,7461.8%ETFIJRiShares Core S&P Small-Cap ETF$3,043,601$238,515 ▼-7.3%29,1071.8%ETFIJHiShares Core S&P Mid-Cap ETF$2,525,507$210,075 ▼-7.7%43,2791.5%ETFDFIVDimensional International Value ETF$1,432,035$221,833 ▼-13.4%36,3830.8%ETFAAPLApple$1,398,2140.0%6,2950.8%Computer and TechnologyTRGPTarga Resources$1,195,199$81,190 ▼-6.4%5,9620.7%EnergyXOMExxon Mobil$1,001,802$16,530 ▼-1.6%8,4240.6%EnergyDLNWisdomTree U.S. LargeCap Dividend Fund$889,739$223,586 ▲33.6%11,2100.5%FinanceBRK.BBerkshire Hathaway$749,8730.0%1,4080.4%FinanceSLBSchlumberger$615,953$13,292 ▲2.2%14,7360.4%EnergySPGIS&P Global$566,023$50,810 ▼-8.2%1,1140.3%Business ServicesMSFTMicrosoft$486,4730.0%1,2960.3%Computer and TechnologyCOPConocoPhillips$417,394$21,216 ▼-4.8%3,9740.2%EnergyDFEVDimensional Emerging Markets Value ETF$380,474$10,711 ▼-2.7%14,0660.2%ETFEFAiShares MSCI EAFE ETF$378,165$144,826 ▲62.1%4,6270.2%FinanceDFAUDimensional US Core Equity Market ETF$370,592$281,528 ▼-43.2%9,6410.2%ETFDFARDimensional US Real Estate ETF$354,984$86,975 ▼-19.7%14,9340.2%ETFJPMJPMorgan Chase & Co.$349,076$245 ▲0.1%1,4230.2%FinanceCVXChevron$326,032$3,178 ▼-1.0%1,9490.2%EnergyIVViShares Core S&P 500 ETF$319,119$38,204 ▲13.6%5680.2%ETFPGProcter & Gamble$287,8400.0%1,6890.2%Consumer StaplesDIHPDimensional International High Profitability ETF$246,419$620 ▲0.3%9,1480.1%ETFAVGOBroadcom$239,4250.0%1,4300.1%Computer and TechnologyABBVAbbVie$231,520$231,520 ▲New Holding1,1050.1%MedicalTAT&T$211,988$211,988 ▲New Holding7,4960.1%Computer and TechnologyJNJJohnson & Johnson$204,979$204,979 ▲New Holding1,2360.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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