Hb Wealth Management, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Hb Wealth Management, LLC holds 11,584 shares of DFAT stock, worth $643,491. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,584

Previous 11,584 -0.0%

Holding current value

$643,491

Previous $600,000 7.33%

% 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

668

Shares Held

156M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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 U S Target Transaction History