Heritage Wealth Management (California)’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 | $4.81M | Sell |
134,341
-11,121
| -8% | -$399K | 3.21% | 7 |
|
|
2025
Q1 | $4.8M | Sell |
145,462
-2,388
| -2% | -$78.8K | 3.61% | 6 |
|
|
2024
Q4 | $5.11M | Sell |
147,850
-9,461
| -6% | -$327K | 3.68% | 5 |
|
|
2024
Q3 | $5.39M | Sell |
157,311
-18,902
| -11% | -$648K | 3.82% | 5 |
|
|
2024
Q2 | $5.68M | Sell |
176,213
-4,316
| -2% | -$139K | 4.17% | 4 |
|
|
2024
Q1 | $5.77M | Sell |
180,529
-9,596
| -5% | -$307K | 4.36% | 3 |
|
|
2023
Q4 | $5.56M | Buy |
+190,125
| New | +$5.56M | 4.45% | 3 |
|