Hfg Wealth Management, LLC Dimensional ETF Tr Transaction History
Hfg Wealth Management, LLC
- $154 Billion
- Q4 2024
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 140,973 shares of DFAU stock, worth $5.41 Million. This represents 3.63% of its overall portfolio holdings.
Number of Shares
140,973
Previous 138,618
1.7%
Holding current value
$5.41 Million
Previous $5.2 Billion
7.67%
% of portfolio
3.63%
Previous 3.31%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
481Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$76.1 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.99 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$190 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$159 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$140 Million1.81% of portfolio