Hmv Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Hmv Wealth Advisors, LLC
- $126 Billion
- Q1 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 78,663 shares of DFAX stock, worth $2.26 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
78,663
Previous 78,663
-0.0%
Holding current value
$2.26 Million
Previous $1.96 Billion
5.39%
% of portfolio
1.64%
Previous 1.96%
Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$322 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$225 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$221 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$165 Million4.32% of portfolio