Hfg Wealth Management, LLC Dimensional ETF Tr Transaction History
Hfg Wealth Management, LLC
- $154 Billion
- Q4 2024
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 140,973 shares of DFAU stock, worth $5.93 Million. This represents 3.63% of its overall portfolio holdings.
Number of Shares
140,973
Previous 138,618
1.7%
Holding current value
$5.93 Million
Previous $5.2 Billion
7.67%
% of portfolio
3.63%
Previous 3.31%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
418Shares Held
109MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$203 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$175 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$155 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$147 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$121 Million0.71% of portfolio