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 188,392 shares of DFAI stock, worth $6.9 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
188,392
Previous 141,227 33.4%
Holding current value
$6.9 Million
Previous $4.88 Million 40.27%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 23, 2025
BUY
$34.05 - $36.55 $1.61 Million - $1.72 Million
47,165 Added 33.4%
188,392 $6.85 Million
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
698
Shares Held
262M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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