Hbe Wealth Management, LLC Dimensional ETF Tr Transaction History

Hbe Wealth Management, LLC

$106 Billion
Q4 2025

A detailed history of Hbe Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Hbe Wealth Management, LLC holds 10,434 shares of DFAU stock, worth $479,442. This represents 0.46% of its overall portfolio holdings.

Number of Shares

10,434

Holding current value

$479,442

% of portfolio

0.46%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 20, 2026	BUY	$44.77 - $47.01 $467,130 - $490,502	10,434 New	10,434 $488 Million

Others Institutions Holding DFAU

# of Institutions

551

Shares Held

150M

Call Options Held

Put Options Held

Sequoia Financial Advisors, LLC

7.01M
Shares

$322 Million
2.19% of portfolio
Rvw Wealth, LLC

4.51M
Shares

$207 Million
17.66% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$191 Million
5.04% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

3.99M
Shares

$184 Million
2.05% of portfolio
Allworth Financial LP

3.99M
Shares

$183 Million
0.83% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Hbe Wealth Management, LLC Dimensional ETF Tr Transaction History