HIG
DFAC icon

Heritage Investment Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Heritage Investment Group’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$88.4M Sell
2,274,675
-33,751
-1% -$1.36M 13.38% 1
2025
Q4 		$91.4M Buy
2,308,426
+86,234
+4% +$3.37M 13.91% 1
2025
Q3 		$85.7M Buy
2,222,192
+10,666
+0.5% +$398K 13.72% 1
2025
Q2 		$79.3M Sell
2,211,526
-136,867
-6% -$4.57M 13.66% 1
2025
Q1 		$77.5M Buy
2,348,393
+43,442
+2% +$1.51M 14.56% 1
2024
Q4 		$79.7M Buy
2,304,951
+15,453
+0.7% +$544K 14.88% 1
2024
Q3 		$78.5M Buy
2,289,498
+12,624
+0.6% +$417K 14.94% 1
2024
Q2 		$73.4M Buy
2,276,874
+26,997
+1% +$851K 15.1% 1
2024
Q1 		$71.9M Buy
2,249,877
+59,725
+3% +$1.8M 14.8% 1
2023
Q4 		$64M Sell
2,190,152
-15,660
-0.7% -$424K 14.26% 1
2023
Q3 		$57.8M Sell
2,205,812
-70,423
-3% -$1.92M 15.79% 1
2023
Q2 		$61.8M Buy
2,276,235
+82,749
+4% +$2.13M 17.18% 1
2023
Q1 		$55.9M Buy
2,193,486
+76,469
+4% +$1.94M 16.97% 1
2022
Q4 		$51.4M Buy
2,117,017
+2,087,484
+7,068% +$50.8M 16.29% 2
2022
Q3 		$657K Hold
29,533
– – 0.4% 29
2022
Q2 		$688K Buy
29,533
+2,425
+9% +$61.4K 0.4% 29
2022
Q1 		$748K Buy
27,108
+10,500
+63% +$287K 0.54% 27
2021
Q4 		$481K Buy
+16,608
New +$469K 0.38% 40

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return