Hb Wealth Management, LLC Dimensional ETF Tr Transaction History

Hb Wealth Management, LLC

$12.3 Billion
Q2 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 141,227 shares of DFAI stock, worth $4.85 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

141,227

Previous 46,043 206.73%

Holding current value

$4.85 Million

Previous $1.44 Million 239.74%

% of portfolio

0.04%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$28.02 - $34.71 $2.67 Million - $3.3 Million	95,184 Added 206.73%	141,227 $4.88 Million
Q1 2025 May 07, 2025	BUY	$28.88 - $32.4 $1.1 Million - $1.24 Million	38,118 Added 480.98%	46,043 $1.44 Million
Q4 2024 Jan 15, 2025	SELL	$29.0 - $31.6 $11,426 - $12,450	-394 Reduced 4.74%	7,925 $231,000
Q2 2024 Jul 26, 2024	BUY	$28.93 - $30.91 $4,802 - $5,131	166 Added 2.04%	8,319 $246,000
Q1 2024 Apr 30, 2024	SELL	$27.74 - $30.27 $95,508 - $104,219	-3,443 Reduced 29.69%	8,153 $246,000
Q3 2023 Oct 13, 2023	SELL	$26.0 - $28.17 $165,178 - $178,964	-6,353 Reduced 35.39%	11,596 $302,000
Q2 2023 Jul 13, 2023	BUY	$26.46 - $28.05 $24,819 - $26,310	938 Added 5.51%	17,949 $490,000
Q1 2023 Apr 13, 2023	SELL	$25.21 - $27.45 $62,646 - $68,213	-2,485 Reduced 12.75%	17,011 $458,000
Q4 2022 Jan 20, 2023	BUY	$21.47 - $25.85 $418,579 - $503,971	19,496 New	19,496 $0
Q2 2022 Jul 15, 2022	SELL	$23.87 - $28.49 $145,010 - $173,076	-6,075 Reduced 30.95%	13,554 $327,000
Q1 2022 May 16, 2022	BUY	$25.94 - $30.08 $509,176 - $590,440	19,629 New	19,629 $553,000

Others Institutions Holding DFAI

# of Institutions

664

Shares Held

241M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

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Hb Wealth Management, LLC Dimensional ETF Tr Transaction History