Hfg Wealth Management, LLC Dimensional ETF Tr Transaction History
Hfg Wealth Management, LLC
- $164 Billion
- Q2 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 138,374 shares of DFAU stock, worth $6.13 Million. This represents 3.24% of its overall portfolio holdings.
Number of Shares
138,374
Previous 138,941
0.41%
Holding current value
$6.13 Million
Previous $5.63 Billion
5.45%
% of portfolio
3.24%
Previous 3.41%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
533Shares Held
140MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$192 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$184 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$169 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$167 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$154 Million1.86% of portfolio