Hb Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025
Number of Shares
92,888
Previous 62,609 48.36%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2025
BUY
N/A
30,279 Added 48.36%
92,888 $0
Q2 2025

Jul 17, 2025
SELL
N/A
-19,302 Reduced 23.56%
62,609 $0
Q1 2025

May 07, 2025
BUY
N/A
81,911 New
81,911 $0
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