Hbe Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Hbe Wealth Management, LLC
- $106 Billion
- Q4 2025
A detailed history of Hbe Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hbe Wealth Management, LLC holds 9,027 shares of DFIC stock, worth $301,321. This represents 0.29% of its overall portfolio holdings.
Number of Shares
9,027Holding current value
$301,321% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
529Shares Held
283MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
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Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
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Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
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High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
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Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio