Hb Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History

Hb Wealth Management, LLC

  • $15 Billion
  • Q4 2025

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 5,868 shares of DFAS stock, worth $394,036. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,868
Previous 5,344 9.81%
Holding current value
$394,036
Previous $365,000 7.95%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$66.04 - $69.67 $34,604 - $36,507
524 Added 9.81%
5,868 $394,000
Q1 2025

May 07, 2025
SELL
$58.81 - $68.2 $14,996 - $17,391
-255 Reduced 4.55%
5,344 $319,000
Q4 2023

Jan 16, 2024
BUY
$48.83 - $60.51 $273,399 - $338,795
5,599 New
5,599 $333,000
Q2 2022

Jul 15, 2022
BUY
$46.65 - $56.4 $262,312 - $317,137
5,623 New
5,623 $270,000

Others Institutions Holding DFAS

# of Institutions
891
Shares Held
138M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
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