Hb Wealth Management, LLC Dimensional ETF Tr Transaction History

Hb Wealth Management, LLC

$8.6 Billion
Q2 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 $261,715. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,319

Previous 8,153 2.04%

Holding current value

$261,715

Previous $246,000 -0.0%

% 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

520

Shares Held

159M

Call Options Held

400

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Account

Hb Wealth Management, LLC Dimensional ETF Tr Transaction History