Heritage Wealth Management (Texas)’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.1M | Buy |
882,747
+99,947
| +13% | +$6.69M | 29.36% | 1 |
|
|
2025
Q1 | $47.3M | Sell |
782,800
-18,570
| -2% | -$1.12M | 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% | -$903K | 29.57% | 1 |
|
|
2024
Q2 | $49.1M | Buy |
834,645
+8,780
| +1% | +$517K | 30.6% | 1 |
|
|
2024
Q1 | $47.1M | Buy |
825,865
+4,138
| +0.5% | +$236K | 30.56% | 1 |
|
|
2023
Q4 | $42.6M | Buy |
821,727
+8,112
| +1% | +$420K | 30% | 1 |
|
|
2023
Q3 | $37.9M | Sell |
813,615
-14,705
| -2% | -$685K | 34.38% | 1 |
|
|
2023
Q2 | $39.9M | Buy |
828,320
+15,853
| +2% | +$763K | 35.32% | 1 |
|
|
2023
Q1 | $36.1M | Buy |
812,467
+15,367
| +2% | +$683K | 34.76% | 1 |
|
|
2022
Q4 | $33.2M | Buy |
+797,100
| New | +$33.2M | 33.64% | 1 |
|