Hb Wealth Management, LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Hb Wealth Management, LLC holds 126,673 shares of DFUS stock, worth $8.2 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
126,673
Previous 127,121 0.35%
Holding current value
$8.2 Million
Previous $7.48 Million 5.32%
% of portfolio
0.08%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$56.04 - $62.2 $25,105 - $27,865
-448 Reduced 0.35%
126,673 $7.88 Million
Q2 2024

Jul 26, 2024
BUY
$53.83 - $59.14 $324,164 - $356,141
6,022 Added 4.97%
127,121 $7.48 Million
Q1 2024

Apr 30, 2024
BUY
$50.79 - $56.98 $965 - $1,082
19 Added 0.02%
121,099 $6.9 Million
Q4 2023

Jan 16, 2024
BUY
$44.51 - $52.0 $471,227 - $550,524
10,587 Added 9.58%
121,080 $6.28 Million
Q3 2023

Oct 13, 2023
SELL
$46.29 - $49.87 $192,149 - $207,010
-4,151 Reduced 3.62%
110,493 $5.14 Million
Q2 2023

Jul 13, 2023
BUY
$43.77 - $48.16 $1,925 - $2,119
44 Added 0.04%
114,644 $5.52 Million
Q1 2023

Apr 13, 2023
BUY
$41.24 - $45.43 $3,794 - $4,179
92 Added 0.08%
114,600 $5.09 Million
Q4 2022

Jan 20, 2023
SELL
$38.86 - $44.32 $198,069 - $225,899
-5,097 Reduced 4.26%
114,508 $0
Q3 2022

Oct 19, 2022
BUY
$38.82 - $46.57 $2.65 Million - $3.18 Million
68,310 Added 133.17%
119,605 $4.64 Million
Q2 2022

Jul 15, 2022
BUY
$39.62 - $49.51 $1.79 Million - $2.23 Million
45,138 Added 733.12%
51,295 $2.09 Million
Q1 2022

May 16, 2022
BUY
$45.16 - $52.01 $54,779 - $63,088
1,213 Added 24.53%
6,157 $302,000
Q4 2021

Feb 15, 2022
BUY
$47.05 - $51.98 $232,615 - $256,989
4,944 New
4,944 $256,000

Others Institutions Holding DFUS

# of Institutions
643
Shares Held
133M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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