Hb Wealth Management, LLC Dimensional ETF Tr Transaction History
Hb Wealth Management, LLC
- $9.29 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding DFAE
# of Institutions
474Shares Held
141MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$324 Million1.32% of portfolio
-
Mather Group, Llc. Chicago, IL6.14MShares$157 Million2.17% of portfolio
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Ubs Group Ag5.26MShares$135 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC4.54MShares$116 Million0.01% of portfolio
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Foster Group, Inc.3.5MShares$89.6 Million3.72% of portfolio