Hfg Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Hfg Wealth Management, LLC
- $157 Billion
- Q3 2024
A detailed history of Hfg Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Hfg Wealth Management, LLC holds 12,324 shares of DFIC stock, worth $332,378. This represents 0.21% of its overall portfolio holdings.
Number of Shares
12,324
Previous 12,324
-0.0%
Holding current value
$332,378
Previous $324 Million
-0.0%
% of portfolio
0.21%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
348Shares Held
224MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$642 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$629 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$425 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$159 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$127 Million16.75% of portfolio