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 $72M as of 2025-Q4. The position was decreased (-0.9% shares). DFAC represents 0.5% of HB Wealth Management, LLC's portfolio.
Current Value
$72M
Current Shares
1.8M
Total Value Change
+$71.5M
Total Shares Change
+1.8M
Other major holders of DFAC: Kestra Advisory Services, LLC, Cerity Partners LLC, MERCER GLOBAL ADVISORS INC /ADV
Decreased |
| 1.8M |
-0.9% |
| $72M |
| 0.5% |
| $39.91 |
0 |
| 2025-Q3 | Decreased | 1.8M | -0.7% | $70.9M | 0.5% | $38.40 | 0 |
| 2025-Q2 | Increased | 1.9M | +101.3% | $66.3M | 0.5% | $35.52 | 67 |
| 2025-Q1 | Increased | 919,235 | +3392.4% | $30.3M | 0.3% | $32.54 | 56 |
| 2024-Q4 | Unchanged | 26,321 | 0.0% | $910,443 | 0.0% | $34.28 | 0 |
| 2024-Q3 | Increased | 26,321 | +55.3% | $902,547 | 0.0% | $33.74 | 35 |
| 2024-Q2 | Decreased | 16,948 | -9.4% | $546,404 | 0.0% | $31.72 | 0 |