Heritage Wealth Management (California)’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
5,809
| – | – | 0.16% | 76 |
|
|
2025
Q1 | $223K | Sell |
5,809
-2,048
| -26% | -$78.7K | 0.17% | 76 |
|
|
2024
Q4 | $318K | Sell |
7,857
-434
| -5% | -$17.6K | 0.23% | 62 |
|
|
2024
Q3 | $329K | Hold |
8,291
| – | – | 0.23% | 53 |
|
|
2024
Q2 | $311K | Hold |
8,291
| – | – | 0.23% | 53 |
|
|
2024
Q1 | $303K | Hold |
8,291
| – | – | 0.23% | 57 |
|
|
2023
Q4 | $276K | Buy |
+8,291
| New | +$276K | 0.22% | 58 |
|