Heritage Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Hold |
32,405
| – | – | 0.06% | 74 |
|
|
2025
Q1 | $1.07M | Hold |
32,405
| – | – | 0.05% | 75 |
|
|
2024
Q4 | $1.12M | Hold |
32,405
| – | – | 0.06% | 79 |
|
|
2024
Q3 | $1.11M | Hold |
32,405
| – | – | 0.05% | 83 |
|
|
2024
Q2 | $1.04M | Hold |
32,405
| – | – | 0.05% | 82 |
|
|
2024
Q1 | $1.04M | Hold |
32,405
| – | – | 0.05% | 87 |
|
|
2023
Q4 | $947K | Hold |
32,405
| – | – | 0.05% | 88 |
|
|
2023
Q3 | $849K | Hold |
32,405
| – | – | 0.05% | 87 |
|
|
2023
Q2 | $880K | Hold |
32,405
| – | – | 0.05% | 91 |
|
|
2023
Q1 | $826K | Hold |
32,405
| – | – | 0.05% | 92 |
|
|
2022
Q4 | $787K | Hold |
32,405
| – | – | 0.05% | 95 |
|
|
2022
Q3 | $721K | Hold |
32,405
| – | – | 0.05% | 91 |
|
|
2022
Q2 | $755K | Hold |
32,405
| – | – | 0.05% | 92 |
|
|
2022
Q1 | $894K | Hold |
32,405
| – | – | 0.05% | 91 |
|
|
2021
Q4 | $939K | Sell |
32,405
-2,500
| -7% | -$72.4K | 0.05% | 100 |
|
|
2021
Q3 | $927K | Hold |
34,905
| – | – | 0.06% | 92 |
|
|
2021
Q2 | $942K | Buy |
+34,905
| New | +$942K | 0.06% | 88 |
|