Hfg Wealth Management, LLC Dimensional ETF Tr Transaction History

Hfg Wealth Management, LLC

$165 Billion
Q1 2025

A detailed history of Hfg Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Hfg Wealth Management, LLC holds 49,640 shares of DFAE stock, worth $1.29 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

49,640

Previous 59,387 16.41%

Holding current value

$1.29 Million

Previous $1.63 Billion 22.63%

% of portfolio

0.76%

Previous 1.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$24.64 - $26.86 $240,166 - $261,804	-9,747 Reduced 16.41%	49,640 $1.26 Billion
Q4 2024 Jan 13, 2025	SELL	$25.36 - $28.15 $108,312 - $120,228	-4,271 Reduced 6.71%	59,387 $1.63 Billion
Q2 2024 Aug 20, 2024	SELL	$24.03 - $26.3 $1.31 Million - $1.44 Million	-54,648 Reduced 46.19%	63,658 $1.65 Billion
Q1 2024 Jun 27, 2024	BUY	$22.74 - $24.88 $112,653 - $123,255	4,954 Added 4.37%	118,306 $2.92 Billion
Q4 2023 Jun 27, 2024	SELL	$21.63 - $24.11 $830,159 - $925,341	-38,380 Reduced 25.29%	113,352 $2.73 Billion
Q1 2023 Jun 27, 2024	BUY	$21.78 - $24.36 $3.3 Million - $3.7 Million	151,732 New	151,732 $3.49 Billion

Others Institutions Holding DFAE

# of Institutions

538

Shares Held

168M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Hfg Wealth Management, LLC Dimensional ETF Tr Transaction History