Heritage Wealth Management (Texas)’s Dimensional US Equity ETF DFUS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$63.4M	Buy	894,614 +11,492	+1%	+$852K	27.11%	1
2025 Q4	$65.5M	Sell	883,122 -12,344	-1%	-$907K	28.43%	1
2025 Q3	$64.9M	Buy	895,466 +12,719	+1%	+$886K	28.6%	1
2025 Q2	$59.1M	Buy	882,747 +99,947	+13%	+$6.19M	29.36%	1
2025 Q1	$47.3M	Sell	782,800 -18,570	-2%	-$1.19M	27.43%	1
2024 Q4	$51.1M	Sell	801,370 -18,764	-2%	-$1.2M	30.07%	1
2024 Q3	$51M	Sell	820,134 -14,511	-2%	-$869K	29.57%	1
2024 Q2	$49.1M	Buy	834,645 +8,780	+1%	+$499K	30.6%	1
2024 Q1	$47.1M	Buy	825,865 +4,138	+0.5%	+$224K	30.56%	1
2023 Q4	$42.6M	Buy	821,727 +8,112	+1%	+$393K	30%	1
2023 Q3	$37.9M	Sell	813,615 -14,705	-2%	-$711K	34.38%	1
2023 Q2	$39.9M	Buy	828,320 +15,853	+2%	+$721K	35.32%	1
2023 Q1	$36.1M	Buy	812,467 +15,367	+2%	+$667K	34.76%	1
2022 Q4	$33.2M	Buy	+797,100	New	+$33.3M	33.64%	1