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 $62.9M as of 2025-Q4. The position was decreased (-2.1% shares). DFAU represents 0.4% of HB Wealth Management, LLC's portfolio.
Current Value
$62.9M
Current Shares
1.3M
Total Value Change
+$14.7M
Total Shares Change
+58,607
Other major holders of DFAU: Kestra Advisory Services, LLC, Sequoia Financial Advisors, LLC
Decreased |
| 1.3M |
-2.1% |
| $62.9M |
| 0.4% |
| $47.16 |
0 |
| 2025-Q3 | Increased | 1.4M | +0.5% | $62.8M | 0.4% | $45.50 | 35 |
| 2025-Q2 | Decreased | 1.4M | -19.7% | $57.9M | 0.5% | $41.95 | 0 |
| 2025-Q1 | Increased | 1.7M | +14.5% | $65.4M | 0.5% | $37.94 | 48 |
| 2024-Q4 | Increased | 1.5M | +5.8% | $60.2M | 0.6% | $40.23 | 44 |
| 2024-Q3 | Increased | 1.4M | +9.3% | $55.8M | 0.6% | $38.99 | 45 |
| 2024-Q2 | Increased | 1.3M | +7.1% | $48.2M | 0.6% | $36.87 | 44 |