Hb Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Hb Wealth Management, LLC
- $9.75 Billion
- Q4 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 $343,106. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,599
Previous 5,599
-0.0%
Holding current value
$343,106
Previous $363,000
0.28%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$812 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$461 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$401 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$317 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$167 Million1.82% of portfolio