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Heritage Wealth Management (California)’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Heritage Wealth Management (California)’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$251K Hold
5,554
– – 0.14% 81
2025
Q4 		$260K Hold
5,554
– – 0.17% 75
2025
Q3 		$254K Sell
5,554
-255
-4% -$11.2K 0.17% 79
2025
Q2 		$246K Hold
5,809
– – 0.19% 77
2025
Q1 		$223K Sell
5,809
-2,048
-26% -$83.1K 0.19% 77
2024
Q4 		$318K Sell
7,857
-434
-5% -$17.7K 0.27% 63
2024
Q3 		$329K Hold
8,291
– – 0.3% 62
2024
Q2 		$311K Hold
8,291
– – 0.3% 63
2024
Q1 		$303K Hold
8,291
– – 0.3% 64
2023
Q4 		$276K Buy
+8,291
New +$257K 0.3% 67

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ST
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OIA
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AF
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AAS
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AWA
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MWM
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MJFG
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