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

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

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 66,579 shares of DFAT stock, worth $3.84 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
66,579
Previous 10,545 531.38%
Holding current value
$3.84 Million
Previous $569,000 581.02%
% of portfolio
0.03%
Previous 0.0%

Shares

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

Oct 23, 2025
BUY
$53.36 - $59.69 $2.99 Million - $3.34 Million
56,034 Added 531.38%
66,579 $3.88 Million
Q2 2025

Jul 17, 2025
SELL
$44.8 - $53.97 $8,377 - $10,092
-187 Reduced 1.74%
10,545 $569,000
Q1 2025

May 07, 2025
SELL
$50.44 - $58.1 $42,974 - $49,501
-852 Reduced 7.35%
10,732 $552,000
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
801
Shares Held
173M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

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