Hb Wealth Management, LLC Dimensional ETF Tr Transaction History

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Hb Wealth Management, LLC holds 12,633 shares of DFIV stock, worth $605,247. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,633
Previous 10,294 22.72%
Holding current value
$605,247
Previous $440,000 32.27%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$42.66 - $46.53 $99,781 - $108,833
2,339 Added 22.72%
12,633 $582,000
Q2 2025

Jul 17, 2025
BUY
$34.67 - $43.21 $356,892 - $444,803
10,294 New
10,294 $440,000

Others Institutions Holding DFIV

# of Institutions
792
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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