Heritage Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $79K | Hold |
|
|||||
|
2025
Q2 | $73.9K | Hold |
|
|||||
|
2025
Q1 | $65.9K | Hold |
|
|||||
|
2024
Q4 | $62.6K | Hold |
|
|||||
|
2024
Q3 | $68K | Hold |
|
|||||
|
2024
Q2 | $64K | Hold |
|
|||||
|
2024
Q1 | $64K | Hold |
|
|||||
|
2023
Q4 | $61.5K | Sell |
|
|||||
|
2023
Q3 | $89.2K | Hold |
|
|||||
|
2023
Q2 | $92.3K | Hold |
|
|||||
|
2023
Q1 | $91.3K | Hold |
|
|||||
|
2022
Q4 | $85.5K | Hold |
|
|||||
|
2022
Q3 | $74.8K | Hold |
|
|||||
|
2022
Q2 | $85K | Sell |
|
|||||
|
2022
Q1 | $196K | Sell |
|
|||||
|
2021
Q4 | $251K | Hold |
|
|||||
|
2021
Q3 | $249K | Buy |
|