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 39,956 shares of DFAX stock, worth $1.28 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

39,956

Holding current value

$1.28 Million

% of portfolio

1.23%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 20, 2026	BUY	$30.71 - $32.34 $1.23 Million - $1.29 Million	39,956 New	39,956 $1.31 Billion

Others Institutions Holding DFAX

# of Institutions

670

Shares Held

258M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$360 Million
3.18% of portfolio
Alerus Financial Na Grand Forks, ND

8.38M
Shares

$268 Million
14.39% of portfolio
Lpl Financial LLC Fort Mill, SC

8.09M
Shares

$259 Million
0.08% of portfolio
Geometric Wealth Advisors

7.29M
Shares

$233 Million
33.26% of portfolio
Allworth Financial LP

6.86M
Shares

$220 Million
0.98% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hbe Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hbe Wealth Management, LLC with notifications on news.

Account

Hbe Wealth Management, LLC Dimensional ETF Tr Transaction History