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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $64.9M | Buy |
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|
2025
Q2 | $59.1M | Buy |
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|
2025
Q1 | $47.3M | Sell |
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|
2024
Q4 | $51.1M | Sell |
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|
2024
Q3 | $51M | Sell |
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|
2024
Q2 | $49.1M | Buy |
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|
2024
Q1 | $47.1M | Buy |
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|
2023
Q4 | $42.6M | Buy |
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|
2023
Q3 | $37.9M | Sell |
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|
2023
Q2 | $39.9M | Buy |
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|
2023
Q1 | $36.1M | Buy |
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|
2022
Q4 | $33.2M | Buy |
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