Heritage Wealth Advisors’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 | $1.25M | Hold |
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|
2025
Q2 | $1.16M | Hold |
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2025
Q1 | $1.07M | Hold |
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|
2024
Q4 | $1.12M | Hold |
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|
2024
Q3 | $1.11M | Hold |
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|
2024
Q2 | $1.04M | Hold |
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|
2024
Q1 | $1.04M | Hold |
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|
2023
Q4 | $947K | Hold |
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|
2023
Q3 | $849K | Hold |
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|
2023
Q2 | $880K | Hold |
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|
2023
Q1 | $826K | Hold |
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|
2022
Q4 | $787K | Hold |
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|
2022
Q3 | $721K | Hold |
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|
2022
Q2 | $755K | Hold |
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|
2022
Q1 | $894K | Hold |
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|
2021
Q4 | $939K | Sell |
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|
2021
Q3 | $927K | Hold |
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|
2021
Q2 | $942K | Buy |
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