Hfg Wealth Management, LLC Dimensional ETF Tr Transaction History
Hfg Wealth Management, LLC
- $157 Billion
- Q3 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 138,618 shares of DFAU stock, worth $5.48 Million. This represents 3.31% of its overall portfolio holdings.
Number of Shares
138,618
Previous 138,618
-0.0%
Holding current value
$5.48 Million
Previous $5.2 Billion
-0.0%
% of portfolio
3.31%
Previous 3.31%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
409Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$191 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$145 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$138 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$114 Million0.71% of portfolio