HFG Wealth Management, LLC DFAW Holdings History
HFG Wealth Management, LLC's Dimensional World Equity ETF Holding Summary
As of 2025-06-30, HFG Wealth Management, LLC held 119,203.00 shares of Dimensional World Equity ETF(DFAW), totaling $7.30 Mil. This investment constitutes 4.45% of their stock portfolio, and HFG Wealth Management, LLC now holds 1.05% of the outstanding Dimensional World Equity ETF(DFAW) stock.
The initial trade took place in 2023Q4. And since then HFG Wealth Management, LLC has made 2 purchases of DFAW, at an average price of $51.28, for a total of 169,158.00 shares. In addition, there have been 4 sales at an average price of $61.53 for 49,955.00 shares. Based on historical transaction data and DFAW's current price of $67.34, HFG Wealth Management, LLC's estimated gain on his DFAW holdings is $2.43 Mil, reflecting a 27.97% gain to date.
HFG Wealth Management, LLC DFAW ($67.34) Holding Chart
HFG Wealth Management, LLC DFAW ($67.34) 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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