Hb Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Hb Wealth Management, LLC

$14.5 Billion
Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Hb Wealth Management, LLC holds 1,836,971 shares of DFAC stock, worth $71 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

1,836,971

Previous 1,850,414 0.73%

Holding current value

$71 Million

Previous $66.3 Million 6.84%

% of portfolio

0.49%

Previous 0.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$36.04 - $38.78 $484,485 - $521,319	-13,443 Reduced 0.73%	1,836,971 $70.9 Million
Q2 2025 Jul 17, 2025	BUY	$29.12 - $35.84 $27.1 Million - $33.4 Million	931,179 Added 101.3%	1,850,414 $66.3 Million
Q1 2025 May 07, 2025	BUY	$32.42 - $36.13 $28.9 Million - $32.3 Million	892,914 Added 3392.4%	919,235 $30.3 Million
Q3 2024 Oct 15, 2024	BUY	$31.05 - $34.29 $291,031 - $321,400	9,373 Added 55.3%	26,321 $902,000
Q2 2024 Jul 26, 2024	SELL	$30.09 - $32.37 $52,657 - $56,647	-1,750 Reduced 9.36%	16,948 $546,000

Q1 2024 Apr 30, 2024	BUY	$28.62 - $31.95 $209,584 - $233,969	7,323 Added 64.38%	18,698 $597,000
Q2 2023 Jul 13, 2023	BUY	$24.86 - $27.15 $282,782 - $308,831	11,375 New	11,375 $308,000

Others Institutions Holding DFAC

# of Institutions

1,174

Shares Held

811M

Call Options Held

10.4K

Put Options Held

20.1K

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Hb Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History