Hmv Wealth Advisors, LLC Purchases in Q1 2025

Hmv Wealth Advisors, LLC

  • $126 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVDV
American Centy ETF Tr Avantis

ETFs
51.4K
+ 244.72%
$63.74 - $71.96 $3.28M - $3.7M
72.5K $5.05B
Ea Series Trust
210K
+ 101.21%
N/A
417K $8.1B
VTI
Vanguard Total Stock Market Et

ETFs
12.8K
+ 134.84%
$271.18 - $303.12 $3.48M - $3.89M
22.4K $6.15B
DFAT
Dimensional ETF Tr U S Target

ETFs
65.8K
+ 66.23%
$50.44 - $58.1 $3.32M - $3.82M
165K $8.51B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
100K
+ 127.5%
$25.35 - $27.46 $2.54M - $2.75M
179K $4.73B
DUHP
Dimensional ETF Tr Dimensional

ETFs
77.8K
+ 342.8%
$32.57 - $35.82 $2.53M - $2.79M
101K $3.33B
IDEV
Ishares Core Msci Intl Develop

ETFs
32K
+ 279.82%
$63.77 - $71.36 $2.04M - $2.28M
43.4K $2.99B
DIHP
Dimensional ETF Tr Dimensional

ETFs
75.3K
+ 288.51%
$25.1 - $27.85 $1.89M - $2.1M
101K $2.73B
ITOT
Ishares Core S&P Total U.S. St

ETFs
16.5K
+ 82.64%
$120.29 - $134.6 $1.98M - $2.22M
36.4K $4.45B
DISV
Dimensional ETF Tr Dimensional

ETFs
36.8K
+ 76.87%
$26.09 - $30.21 $959K - $1.11M
84.6K $2.46B
VGIT
Vanguard Intermediate Term Tre

ETFs
15.1K
+ 27.21%
$57.44 - $59.4 $869K - $899K
70.8K $4.2B
DFIV
Dimensional ETF Tr

ETFs
4.67K
+ 3.76%
$35.33 - $40.77 $165K - $191K
129K $5.08B
AVEM
American Centy ETF Tr Avantis

ETFs
10.9K
New
$57.11 - $62.4 $620K - $677K
10.9K $653M
AVLV
American Centy ETF Tr Avantis
6.33K
New
$63.51 - $70.42 $402K - $446K
6.33K $413M
DFUS
Dimensional ETF Tr U S Equity

ETFs
6.3K
New
$59.61 - $66.71 $375K - $420K
6.3K $381M
DFIC
Dimensional ETF Tr Dimensional

ETFs
11.5K
New
$25.54 - $28.79 $294K - $331K
11.5K $319M
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.82K
New
$46.74 - $47.55 $272K - $277K
5.82K $277M
XOM
Exxon Mobil Corp

Energy
1.81K
New
$105.44 - $118.93 $190K - $215K
1.81K $215M
PLTR
Palantir Technologies Inc.

Technology
1.19K
+ 40.64%
$64.98 - $124.62 $77.3K - $148K
4.12K $348M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.26K
+ 14.48%
$48.43 - $49.9 $61K - $62.9K
9.96K $497M
DFAU
Dimensional ETF Tr

ETFs
5.27K
+ 7.49%
$37.84 - $42.29 $199K - $223K
75.6K $2.91B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
679
+ 0.42%
$32.42 - $36.13 $22K - $24.5K
163K $5.37B
Activity Summary
Buys All Purchases 23 New Holdings 6 Increased Positions 17 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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