Hfg Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Hfg Wealth Management, LLC

  • $165 Billion
  • Q1 2025
Number of Shares
131,113
Previous 140,968 6.99%
Holding current value
$8.19 Billion
Previous $8.95 Billion 8.46%
% of portfolio
4.96%
Previous 5.8%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
SELL
N/A
-9,855 Reduced 6.99%
131,113 $8.19 Billion
Q4 2024

Jan 13, 2025
SELL
N/A
-9,746 Reduced 6.47%
140,968 $8.95 Billion
Q2 2024

Aug 20, 2024
SELL
N/A
-18,444 Reduced 10.9%
150,714 $8.97 Billion
Q1 2024

Jun 27, 2024
BUY
N/A
8,832 Added 5.51%
169,158 $10 Billion
Q4 2023

Jun 27, 2024
BUY
N/A
160,326 New
160,326 $8.8 Billion
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