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

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024

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 26,321 shares of DFAC stock, worth $956,768. This represents 0.01% of its overall portfolio holdings.

Number of Shares
26,321
Previous 16,948 55.3%
Holding current value
$956,768
Previous $546,000 65.2%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
919
Shares Held
740M
Call Options Held
76K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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