Hfg Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Hfg Wealth Management, LLC

$170 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jun 27, 2024	SELL	$28.16 - $31.61 $453,798 - $509,395	-16,115 Closed	0 $0
Q4 2023 Jun 27, 2024	BUY	$24.79 - $28.64 $399,490 - $461,533	16,115 New	16,115 $461 Million

Others Institutions Holding DUHP

# of Institutions

268

Shares Held

163M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

26.3M
Shares

$850 Million
2.36% of portfolio
Envestnet Asset Management Inc

25.6M
Shares

$828 Million
0.31% of portfolio
Merriman Wealth Management, LLC

8.1M
Shares

$262 Million
11.86% of portfolio
Forum Financial Management, LP Lombard, IL

7.08M
Shares

$229 Million
4.33% of portfolio
Vista Wealth Management Group, LLC

6.69M
Shares

$216 Million
16.65% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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