Hmv Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Hmv Wealth Advisors, LLC
- $153 Billion
- Q2 2025
A detailed history of Hmv Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Hmv Wealth Advisors, LLC holds 78,533 shares of DFAX stock, worth $2.36 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
78,533
Previous 78,663
0.17%
Holding current value
$2.36 Million
Previous $2.06 Billion
11.91%
% of portfolio
1.51%
Previous 1.64%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
628Shares Held
251MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$338 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$239 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$236 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$232 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$173 Million4.32% of portfolio