Heritage Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.9K | Hold |
2,517
| – | – | ﹤0.01% | 267 |
|
|
2025
Q1 | $65.9K | Hold |
2,517
| – | – | ﹤0.01% | 279 |
|
|
2024
Q4 | $62.6K | Hold |
2,517
| – | – | ﹤0.01% | 293 |
|
|
2024
Q3 | $68K | Hold |
2,517
| – | – | ﹤0.01% | 301 |
|
|
2024
Q2 | $64K | Hold |
2,517
| – | – | ﹤0.01% | 289 |
|
|
2024
Q1 | $64K | Hold |
2,517
| – | – | ﹤0.01% | 303 |
|
|
2023
Q4 | $61.5K | Sell |
2,517
-1,443
| -36% | -$35.2K | ﹤0.01% | 318 |
|
|
2023
Q3 | $89.2K | Hold |
3,960
| – | – | ﹤0.01% | 260 |
|
|
2023
Q2 | $92.3K | Hold |
3,960
| – | – | ﹤0.01% | 261 |
|
|
2023
Q1 | $91.3K | Hold |
3,960
| – | – | 0.01% | 265 |
|
|
2022
Q4 | $85.5K | Hold |
3,960
| – | – | 0.01% | 273 |
|
|
2022
Q3 | $74.8K | Hold |
3,960
| – | – | 0.01% | 269 |
|
|
2022
Q2 | $85K | Sell |
3,960
-3,900
| -50% | -$83.7K | 0.01% | 274 |
|
|
2022
Q1 | $196K | Sell |
7,860
-1,750
| -18% | -$43.6K | 0.01% | 197 |
|
|
2021
Q4 | $251K | Hold |
9,610
| – | – | 0.01% | 184 |
|
|
2021
Q3 | $249K | Buy |
+9,610
| New | +$249K | 0.02% | 178 |
|