Heritage Wealth Management (California)’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
76,067
+2,096
| +3% | +$60.7K | 1.47% | 17 |
|
|
2025
Q1 | $1.92M | Sell |
73,971
-2,063
| -3% | -$53.4K | 1.44% | 15 |
|
|
2024
Q4 | $1.93M | Sell |
76,034
-24,633
| -24% | -$625K | 1.39% | 18 |
|
|
2024
Q3 | $2.76M | Buy |
100,667
+325
| +0.3% | +$8.91K | 1.96% | 11 |
|
|
2024
Q2 | $2.6M | Buy |
100,342
+3,818
| +4% | +$98.8K | 1.9% | 11 |
|
|
2024
Q1 | $2.39M | Sell |
96,524
-2,635
| -3% | -$65.1K | 1.8% | 11 |
|
|
2023
Q4 | $2.39M | Buy |
+99,159
| New | +$2.39M | 1.91% | 11 |
|