Hfg Wealth Management, LLC Dimensional ETF Tr Transaction History

Hfg Wealth Management, LLC

$165 Billion
Q1 2025

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 138,941 shares of DFAU stock, worth $5.31 Million. This represents 3.41% of its overall portfolio holdings.

Number of Shares

138,941

Previous 140,973 1.44%

Holding current value

$5.31 Million

Previous $5.6 Billion 0.55%

% of portfolio

3.41%

Previous 3.63%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$37.84 - $42.29 $76,890 - $85,933	-2,032 Reduced 1.44%	138,941 $5.63 Billion
Q4 2024 Jan 13, 2025	BUY	$39.27 - $42.38 $92,480 - $99,804	2,355 Added 1.7%	140,973 $5.6 Billion
Q2 2024 Aug 20, 2024	BUY	$34.53 - $37.67 $429,415 - $468,464	12,436 Added 9.86%	138,618 $5.2 Billion
Q1 2024 Jun 27, 2024	BUY	$32.59 - $36.54 $4,432 - $4,969	136 Added 0.11%	126,182 $4.61 Billion
Q4 2023 Jun 27, 2024	BUY	$28.58 - $33.37 $680,832 - $794,940	23,822 Added 23.3%	126,046 $4.19 Billion
Q1 2023 Jun 27, 2024	BUY	$26.87 - $29.65 $2.75 Million - $3.03 Million	102,224 New	102,224 $2.94 Billion

Others Institutions Holding DFAU

# of Institutions

486

Shares Held

2.18B

Call Options Held

Put Options Held

400

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Hfg Wealth Management, LLC Dimensional ETF Tr Transaction History