Heritage Wealth Management (Texas)’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 | $409K | Buy |
9,657
+16
| +0.2% | +$678 | 0.2% | 25 |
|
|
2025
Q1 | $371K | Sell |
9,641
-7,324
| -43% | -$282K | 0.21% | 25 |
|
|
2024
Q4 | $687K | Buy |
16,965
+49
| +0.3% | +$1.98K | 0.4% | 16 |
|
|
2024
Q3 | $671K | Sell |
16,916
-1,445
| -8% | -$57.4K | 0.39% | 18 |
|
|
2024
Q2 | $688K | Sell |
18,361
-40
| -0.2% | -$1.5K | 0.43% | 18 |
|
|
2024
Q1 | $672K | Buy |
18,401
+668
| +4% | +$24.4K | 0.44% | 22 |
|
|
2023
Q4 | $590K | Buy |
17,733
+55
| +0.3% | +$1.83K | 0.42% | 24 |
|
|
2023
Q3 | $529K | Sell |
17,678
-737
| -4% | -$22.1K | 0.48% | 18 |
|
|
2023
Q2 | $571K | Sell |
18,415
-714
| -4% | -$22.1K | 0.51% | 17 |
|
|
2023
Q1 | $550K | Buy |
19,129
+546
| +3% | +$15.7K | 0.53% | 16 |
|
|
2022
Q4 | $502K | Buy |
+18,583
| New | +$502K | 0.51% | 19 |
|