Hfg Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Hfg Wealth Management, LLC

  • $164 Billion
  • Q2 2025
Number of Shares
119,203
Previous 131,113 9.08%
Holding current value
$7.3 Billion
Previous $8.19 Billion 10.8%
% of portfolio
4.45%
Previous 4.96%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
SELL
N/A
-11,910 Reduced 9.08%
119,203 $7.3 Billion
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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