Hfg Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Hfg Wealth Management, LLC
- $165 Billion
- Q1 2025
A detailed history of Hfg Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hfg Wealth Management, LLC holds 23,531 shares of DFIC stock, worth $659,338. This represents 0.37% of its overall portfolio holdings.
Number of Shares
23,531
Previous 12,548
87.53%
Holding current value
$659,338
Previous $353 Million
72.23%
% of portfolio
0.37%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
445Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio