Heritage Wealth Management (Texas)’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 | $3.51M | Sell |
120,346
-1,400
| -1% | -$40.9K | 1.75% | 11 |
|
|
2025
Q1 | $3.19M | Sell |
121,746
-10,618
| -8% | -$278K | 1.85% | 10 |
|
|
2024
Q4 | $3.29M | Sell |
132,364
-23,446
| -15% | -$583K | 1.94% | 10 |
|
|
2024
Q3 | $4.21M | Sell |
155,810
-10,544
| -6% | -$285K | 2.44% | 9 |
|
|
2024
Q2 | $4.23M | Buy |
166,354
+1,597
| +1% | +$40.6K | 2.63% | 8 |
|
|
2024
Q1 | $4.19M | Buy |
164,757
+3,085
| +2% | +$78.5K | 2.72% | 9 |
|
|
2023
Q4 | $3.95M | Buy |
161,672
+5,017
| +3% | +$123K | 2.78% | 9 |
|
|
2023
Q3 | $3.53M | Buy |
156,655
+388
| +0.2% | +$8.74K | 3.2% | 6 |
|
|
2023
Q2 | $3.64M | Buy |
156,267
+1,747
| +1% | +$40.7K | 3.22% | 6 |
|
|
2023
Q1 | $3.56M | Sell |
154,520
-1,545
| -1% | -$35.6K | 3.43% | 6 |
|
|
2022
Q4 | $3.37M | Buy |
+156,065
| New | +$3.37M | 3.42% | 7 |
|