Htg Investment Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Htg Investment Advisors, Inc.
- $212 Billion
- Q3 2024
A detailed history of Htg Investment Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Htg Investment Advisors, Inc. holds 578,536 shares of DFIC stock, worth $15.5 Million. This represents 7.68% of its overall portfolio holdings.
Number of Shares
578,536
Previous 540,804
6.98%
Holding current value
$15.5 Million
Previous $14.2 Billion
14.5%
% of portfolio
7.68%
Previous 7.66%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
350Shares Held
224MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$637 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$625 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$422 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$126 Million16.75% of portfolio