Heritage Wealth Management (Ohio)’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	$230K	Hold	7,837	–	–	0.07%	216
2025 Q1	$205K	Buy	+7,837	New	+$205K	0.07%	221
2024 Q4	–	Sell	-7,837	Closed	-$212K	–	226
2024 Q3	$212K	Hold	7,837	–	–	0.07%	218
2024 Q2	$203K	Buy	+7,837	New	+$203K	0.07%	220