Hfg Wealth Management, LLC Dimensional ETF Tr Transaction History
Hfg Wealth Management, LLC
- $154 Billion
- Q4 2024
A detailed history of Hfg Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Hfg Wealth Management, LLC holds 69,414 shares of DFAI stock, worth $2.22 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
69,414
Previous 68,125
1.89%
Holding current value
$2.22 Million
Previous $2.02 Billion
9.14%
% of portfolio
1.43%
Previous 1.29%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
607Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.03 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$213 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$192 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$192 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$178 Million17.39% of portfolio