Htg Investment Advisors, Inc. Dimensional ETF Tr U S Target Transaction History
Htg Investment Advisors, Inc.
- $269 Billion
- Q2 2025
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 $400,988. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,328
Previous 7,328
-0.0%
Holding current value
$400,988
Previous $377 Million
4.8%
% of portfolio
0.15%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
774Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$771 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$681 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$512 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$338 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$271 Million1.74% of portfolio