Htg Investment Advisors, Inc. Dimensional ETF Tr Transaction History
Htg Investment Advisors, Inc.
- $212 Billion
- Q3 2024
A detailed history of Htg Investment Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Htg Investment Advisors, Inc. holds 603,949 shares of DFAX stock, worth $15.6 Million. This represents 7.7% of its overall portfolio holdings.
Number of Shares
603,949
Previous 590,382
2.3%
Holding current value
$15.6 Million
Previous $15 Billion
8.7%
% of portfolio
7.7%
Previous 8.09%
Shares
8 transactions
Others Institutions Holding DFAX
# of Institutions
504Shares Held
225MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$290 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$252 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$191 Million0.1% of portfolio
-
Geometric Wealth Advisors7.2MShares$186 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$147 Million0.23% of portfolio