Heritage Investment Group’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 | $85.7M | Buy |
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|
2025
Q2 | $79.3M | Sell |
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|
2025
Q1 | $77.5M | Buy |
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|
2024
Q4 | $79.7M | Buy |
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|
2024
Q3 | $78.5M | Buy |
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|
2024
Q2 | $73.4M | Buy |
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|
2024
Q1 | $71.9M | Buy |
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|
2023
Q4 | $64M | Sell |
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|
2023
Q3 | $57.8M | Sell |
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|
2023
Q2 | $61.8M | Buy |
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|
2023
Q1 | $55.9M | Buy |
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|
2022
Q4 | $51.4M | Buy |
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|
2022
Q3 | $657K | Hold |
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|
2022
Q2 | $688K | Buy |
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|
2022
Q1 | $748K | Buy |
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|
2021
Q4 | $481K | Buy |
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