Hbe Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Hbe Wealth Management, LLC
- $106 Billion
- Q4 2025
A detailed history of Hbe Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hbe Wealth Management, LLC holds 33,097 shares of DFSV stock, worth $1.04 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
33,097Holding current value
$1.04 Million% of portfolio
1.02%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
499Shares Held
140MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
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Mather Group, Llc. Chicago, IL6.62MShares$208 Million2.18% of portfolio
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Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
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Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
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Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio