Hb Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Hb Wealth Management, LLC
- $14.5 Billion
- Q3 2025
A detailed history of Hb Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Hb Wealth Management, LLC holds 233,724 shares of DFCF stock, worth $10.1 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
233,724
Previous 216,509
7.95%
Holding current value
$10.1 Million
Previous $9.15 Million
9.24%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
432Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$496 Million12.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$131 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$122 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.76MShares$119 Million13.94% of portfolio