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

Heritage Wealth Management (Texas)’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
Q2 		$257K Sell
4,969
-70
-1% -$3.5K 0.1% 35
2026
Q1 		$227K Sell
5,039
-3,290
-40% -$155K 0.1% 35
2025
Q4 		$390K Sell
8,329
-1,342
-14% -$62.2K 0.17% 27
2025
Q3 		$443K Buy
9,671
+14
+0.1% +$617 0.2% 26
2025
Q2 		$409K Buy
9,657
+16
+0.2% +$627 0.2% 25
2025
Q1 		$371K Sell
9,641
-7,324
-43% -$297K 0.21% 25
2024
Q4 		$687K Buy
16,965
+49
+0.3% +$2K 0.4% 16
2024
Q3 		$671K Sell
16,916
-1,445
-8% -$55.2K 0.39% 18
2024
Q2 		$688K Sell
18,361
-40
-0.2% -$1.45K 0.43% 18
2024
Q1 		$672K Buy
18,401
+668
+4% +$23.1K 0.44% 22
2023
Q4 		$590K Buy
17,733
+55
+0.3% +$1.71K 0.42% 24
2023
Q3 		$529K Sell
17,678
-737
-4% -$22.9K 0.48% 18
2023
Q2 		$571K Sell
18,415
-714
-4% -$20.9K 0.51% 17
2023
Q1 		$550K Buy
19,129
+546
+3% +$15.4K 0.53% 16
2022
Q4 		$502K Buy
+18,583
New +$505K 0.51% 19

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

Heritage Wealth Management (Texas)'s DFAU Position: Q2 2026 in Review

Heritage Wealth Management (Texas) reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 1.4% in Q2 2026, selling an estimated $3.5K and leaving 4,969 shares worth $257K. The position accounts for 0.1% of the portfolio, ranked #35.

Heritage Wealth Management (Texas) first reported a position in DFAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $688K in Q2 2024. 602 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Heritage Wealth Management (Texas) held 4,969 shares of Dimensional US Core Equity Market ETF worth $257K as of Q2 2026.
  • Heritage Wealth Management (Texas) sold 70 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $3.5K.
  • Dimensional US Core Equity Market ETF made up 0.1% of Heritage Wealth Management (Texas)'s portfolio in Q2 2026, its #35 holding.
  • Heritage Wealth Management (Texas) first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Heritage Wealth Management (Texas)'s Dimensional US Core Equity Market ETF position peaked at $688K in Q2 2024.
  • 602 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2026, filed 10 Aug 2026.