Htg Investment Advisors, Inc. Dimensional ETF Tr U S Core Eq 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 Core Eq stock. As of the latest transaction made, Htg Investment Advisors, Inc. holds 720,221 shares of DFAC stock, worth $25.8 Million. This represents 11.65% of its overall portfolio holdings.
Number of Shares
720,221
Previous 694,147
3.76%
Holding current value
$25.8 Million
Previous $22.4 Billion
10.35%
% of portfolio
11.65%
Previous 12.06%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$635 Million0.28% of portfolio