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

Hb Wealth Management, LLC

$8.6 Billion
Q2 2024

A detailed history of Hb Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Hb Wealth Management, LLC holds 11,584 shares of DFAT stock, worth $639,552. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,584

Previous 11,884 2.52%

Holding current value

$639,552

Previous $646,000 7.12%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$50.18 - $54.47 $15,054 - $16,341	-300 Reduced 2.52%	11,584 $600,000
Q1 2024 Apr 30, 2024	SELL	$49.45 - $54.43 $57,708 - $63,519	-1,167 Reduced 8.94%	11,884 $646,000
Q4 2023 Jan 16, 2024	BUY	$42.71 - $53.09 $37,499 - $46,613	878 Added 7.21%	13,051 $682,000
Q3 2023 Oct 13, 2023	SELL	$45.07 - $49.71 $34,117 - $37,630	-757 Reduced 5.85%	12,173 $556,000
Q2 2023 Jul 13, 2023	SELL	$41.44 - $46.39 $3,066 - $3,432	-74 Reduced 0.57%	12,930 $599,000
Q1 2023 Apr 13, 2023	SELL	$42.38 - $49.75 $35,811 - $42,038	-845 Reduced 6.1%	13,004 $578,000
Q4 2022 Jan 20, 2023	SELL	$40.24 - $46.91 $169,008 - $197,022	-4,200 Reduced 23.27%	13,849 $0
Q3 2022 Oct 19, 2022	BUY	$38.84 - $46.6 $271,452 - $325,687	6,989 Added 63.19%	18,049 $703,000
Q2 2022 Jul 15, 2022	SELL	$39.72 - $47.15 $236,929 - $281,249	-5,965 Reduced 35.04%	11,060 $445,000
Q1 2022 May 16, 2022	BUY	$44.35 - $48.64 $477,959 - $524,193	10,777 Added 172.49%	17,025 $793,000
Q4 2021 Feb 15, 2022	BUY	$44.48 - $49.36 $277,911 - $308,401	6,248 New	6,248 $297,000

Others Institutions Holding DFAT

# of Institutions

649

Shares Held

156M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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Industry ETFs

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