Htg Investment Advisors, Inc. Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Htg Investment Advisors, Inc. holds 60,058 shares of DFUS stock, worth $3.92 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
60,058
Previous 60,058
-0.0%
Holding current value
$3.92 Million
Previous $3.53 Billion
5.69%
% of portfolio
1.76%
Previous 1.91%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
641Shares Held
124MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$519 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$382 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$329 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.12MShares$269 Million0.08% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$239 Million0.23% of portfolio