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DFAU
Showing 8 of 18 quarters

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

HB Wealth Management, LLC holds 1.3M shares of DFAU (DIMENSIONAL ETF TRUST), worth $57.7M as of 2026-Q1. The position was decreased (-4.8% shares). DFAU represents 0.4% of HB Wealth Management, LLC's portfolio.

Current Value

$57.7M

Current Shares

1.3M

Total Value Change

+$9.5M

Total Shares Change

-5,921

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.3M
-4.8%
$57.7M0.4%$47.15
0
2025-Q4
Decreased
1.3M
-2.1%
$62.9M0.4%$47.16
0
2025-Q3
Increased
1.4M
+0.5%
$62.8M0.4%$45.50
35
2025-Q2
Decreased
1.4M
-19.7%
$57.9M0.5%$41.95
0
2025-Q1
Increased
1.7M
+14.5%
$65.4M0.5%$37.94
48
2024-Q4
Increased
1.5M
+5.8%
$60.2M0.6%$40.23
44
2024-Q3
Increased
1.4M
+9.3%
$55.8M0.6%$38.99
45
2024-Q2
Increased
1.3M
+7.1%
$48.2M0.6%$36.87
44

Other major holders of DFAU: Sequoia Financial Advisors, LLC

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