Hb Wealth Management, LLC Dimensional ETF Tr Transaction History

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Hb Wealth Management, LLC holds 85,225 shares of DFAE stock, worth $2.72 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
85,225
Previous 50,757 67.91%
Holding current value
$2.72 Million
Previous $1.47 Million 82.91%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$28.84 - $31.84 $994,057 - $1.1 Million
34,468 Added 67.91%
85,225 $2.69 Million
Q2 2025

Jul 17, 2025
BUY
$22.87 - $28.95 $170,335 - $215,619
7,448 Added 17.2%
50,757 $1.47 Million
Q1 2025

May 07, 2025
BUY
$24.64 - $26.86 $1.07 Million - $1.16 Million
43,309 New
43,309 $1.12 Million
Q2 2022

Jul 15, 2022
SELL
$22.9 - $27.06 $382,704 - $452,226
-16,712 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$24.29 - $28.31 $405,934 - $473,116
16,712 New
16,712 $439,000

Others Institutions Holding DFAE

# of Institutions
617
Shares Held
180M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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