Heritage Wealth Management (Texas)’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 | $4.34M | Sell |
150,272
-3,367
| -2% | -$97.3K | 2.16% | 10 |
|
|
2025
Q1 | $3.98M | Sell |
153,639
-36,457
| -19% | -$944K | 2.3% | 9 |
|
|
2024
Q4 | $4.82M | Buy |
190,096
+22,903
| +14% | +$581K | 2.84% | 8 |
|
|
2024
Q3 | $4.58M | Buy |
167,193
+6,876
| +4% | +$188K | 2.66% | 8 |
|
|
2024
Q2 | $4.15M | Buy |
160,317
+20,103
| +14% | +$520K | 2.58% | 9 |
|
|
2024
Q1 | $3.47M | Buy |
140,214
+2,741
| +2% | +$67.8K | 2.25% | 10 |
|
|
2023
Q4 | $3.31M | Buy |
137,473
+10,373
| +8% | +$250K | 2.33% | 10 |
|
|
2023
Q3 | $2.87M | Buy |
127,100
+2,044
| +2% | +$46.1K | 2.6% | 8 |
|
|
2023
Q2 | $2.93M | Buy |
125,056
+5,284
| +4% | +$124K | 2.6% | 8 |
|
|
2023
Q1 | $2.76M | Buy |
119,772
+5,627
| +5% | +$130K | 2.66% | 9 |
|
|
2022
Q4 | $2.51M | Buy |
+114,145
| New | +$2.51M | 2.54% | 9 |
|