Hb Wealth Management, LLC Dimensional ETF Tr Transaction History

Hb Wealth Management, LLC

$9.29 Billion
Q3 2024

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 8,319 shares of DFAI stock, worth $255,226. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,319

Previous 8,319 -0.0%

Holding current value

$255,226

Previous $246,000 7.32%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

528

Shares Held

166M

Call Options Held

400

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Hb Wealth Management, LLC Dimensional ETF Tr Transaction History