Heritage Financial Services’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $178M | Sell |
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|
2025
Q2 | $167M | Sell |
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|
2025
Q1 | $185M | Sell |
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|
2024
Q4 | $210M | Sell |
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|
2024
Q3 | $212M | Buy |
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|
2024
Q2 | $198M | Buy |
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|
2024
Q1 | $190M | Buy |
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|
2023
Q4 | $163M | Buy |
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|
2023
Q3 | $145M | Buy |
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|
2023
Q2 | $142M | Buy |
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|
2023
Q1 | $126M | Buy |
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|
2022
Q4 | $98.2M | Buy |
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|
2022
Q3 | $74.8M | Buy |
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|
2022
Q2 | $71.2M | Buy |
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|
2022
Q1 | $43.6M | Buy |
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|
2021
Q4 | $16.7M | Buy |
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