Hb Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Hb Wealth Management, LLC
- $9.75 Billion
- Q4 2024
A detailed history of Hb Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Hb Wealth Management, LLC holds 5,599 shares of DFAS stock, worth $376,700. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,599
Previous 5,599
-0.0%
Holding current value
$376,700
Previous $363,000
0.28%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
713Shares Held
110MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$754 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$471 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$440 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$331 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio