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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
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 $17.8B AUM 21.2% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $316M AUM