Htg Investment Advisors, Inc. Dimensional ETF Tr U S Target Transaction History
Htg Investment Advisors, Inc.
- $212 Billion
- Q3 2024
A detailed history of Htg Investment Advisors, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Htg Investment Advisors, Inc. holds 7,328 shares of DFAT stock, worth $401,720. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,328
Previous 7,328
-0.0%
Holding current value
$401,720
Previous $380 Million
7.25%
% of portfolio
0.19%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
654Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$775 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$682 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$482 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$404 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$285 Million2.46% of portfolio