Hb Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024

A detailed history of Hb Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Hb Wealth Management, LLC holds 5,599 shares of DFAS stock, worth $395,233. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,599
Previous 5,599 -0.0%
Holding current value
$395,233
Previous $336,000 8.04%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 16, 2024
BUY
$48.83 - $60.51 $273,399 - $338,795
5,599 New
5,599 $333,000
Q2 2022

Jul 15, 2022
BUY
$46.65 - $56.4 $262,312 - $317,137
5,623 New
5,623 $270,000

Others Institutions Holding DFAS

# of Institutions
688
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email