Back to HB Wealth Management, LLC

DFAC
Showing 8 of 12 quarters

Position history for HB Wealth Management, LLC's holdings in DIMENSIONAL ETF TRUST

HB Wealth Management, LLC holds 1.8M shares of DFAC (DIMENSIONAL ETF TRUST), worth $71.2M as of 2026-Q1. The position was increased (+0.7% shares). DFAC represents 0.5% of HB Wealth Management, LLC's portfolio.

Current Value

$71.2M

Current Shares

1.8M

Total Value Change

+$70.6M

Total Shares Change

+1.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.8M
+0.7%
$71.2M0.5%$40.59
36
2025-Q4
Decreased
1.8M
-0.9%
$72M0.5%$39.91
0
2025-Q3
Decreased
1.8M
-0.7%
$70.9M0.5%$38.40
0
2025-Q2
Increased
1.9M
+101.3%
$66.3M0.5%$35.52
67
2025-Q1
Increased
919,235
+3392.4%
$30.3M0.3%$32.54
56
2024-Q4
Unchanged
26,321
0.0%
$910,4430.0%$34.28
0
2024-Q3
Increased
26,321
+55.3%
$902,5470.0%$33.74
35
2024-Q2
Decreased
16,948
-9.4%
$546,4040.0%$31.72
0

Other major holders of DFAC: Cerity Partners LLC, MERCER GLOBAL ADVISORS INC /ADV

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used