Hmv Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Hmv Wealth Advisors, LLC

$99.9 Billion
Q4 2024

A detailed history of Hmv Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Hmv Wealth Advisors, LLC holds 78,663 shares of DFAX stock, worth $2.03 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

78,663

Holding current value

$2.03 Million

% of portfolio

1.96%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$24.76 - $27.04 $1.95 Million - $2.13 Million	78,663 New	78,663 $1.96 Billion

Others Institutions Holding DFAX

# of Institutions

540

Shares Held

238M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$289 Million
3.18% of portfolio
Envestnet Asset Management Inc

9.09M
Shares

$234 Million
0.08% of portfolio
Geometric Wealth Advisors

7.56M
Shares

$195 Million
35.57% of portfolio
Lpl Financial LLC Fort Mill, SC

7.49M
Shares

$193 Million
0.09% of portfolio
Commonwealth Equity Services, LLC

6.03M
Shares

$155 Million
0.22% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Hmv Wealth Advisors, LLC Dimensional ETF Tr Transaction History