HB Wealth Management, LLC DFAC Holdings History
HB Wealth Management, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, HB Wealth Management, LLC held 1.85 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $66.32 Mil. This investment constitutes 0.53% of their stock portfolio, and HB Wealth Management, LLC now holds 0.19% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2023Q2. And since then HB Wealth Management, LLC has made 5 purchases of DFAC, at an average price of $33.94, for a total of 1.85 Mil shares. In addition, there have been 1 sales at an average price of $31.54 for 1,750.00 shares. Based on historical transaction data and DFAC's current price of $36.89, HB Wealth Management, LLC's estimated gain on his DFAC holdings is $5.45 Mil, reflecting a 8.66% gain to date.
HB Wealth Management, LLC DFAC ($36.89) Holding Chart
HB Wealth Management, LLC DFAC ($36.89) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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