Hb Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hb Wealth Management, LLC holds 15,001 shares of DFSV stock, worth $471,031. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,001
Previous 15,044 0.29%
Holding current value
$471,031
Previous $442,000 7.92%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2025
SELL
$29.2 - $32.74 $1,255 - $1,407
-43 Reduced 0.29%
15,001 $477,000
Q2 2025

Jul 17, 2025
SELL
$24.21 - $29.47 $24,113 - $29,352
-996 Reduced 6.21%
15,044 $442,000
Q1 2025

May 07, 2025
BUY
$27.56 - $32.1 $442,062 - $514,884
16,040 New
16,040 $451,000

Others Institutions Holding DFSV

# of Institutions
496
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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