Htg Investment Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History

Htg Investment Advisors, Inc.

$219 Billion
Q4 2024

A detailed history of Htg Investment Advisors, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Htg Investment Advisors, Inc. holds 43,239 shares of DFAS stock, worth $2.88 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

43,239

Previous 43,404 0.38%

Holding current value

$2.88 Million

Previous $2.82 Billion 0.04%

% of portfolio

1.29%

Previous 1.33%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$63.58 - $71.15 $10,490 - $11,739	-165 Reduced 0.38%	43,239 $2.81 Billion
Q3 2024 Nov 04, 2024	BUY	$59.25 - $65.33 $112,041 - $123,539	1,891 Added 4.56%	43,404 $2.82 Billion
Q2 2024 Jul 31, 2024	BUY	$57.42 - $62.37 $164,737 - $178,939	2,869 Added 7.42%	41,513 $2.49 Billion
Q1 2024 Apr 29, 2024	BUY	$56.66 - $62.34 $337,863 - $371,733	5,963 Added 18.25%	38,644 $2.41 Billion
Q4 2023 Jan 29, 2024	BUY	$48.83 - $60.51 $235,165 - $291,416	4,816 Added 17.28%	32,681 $1.95 Billion
Q3 2023 Oct 24, 2023	BUY	$51.84 - $57.67 $62,570 - $69,607	1,207 Added 4.53%	27,865 $1.46 Billion
Q2 2023 Jul 17, 2023	BUY	$49.85 - $54.8 $272,430 - $299,482	5,465 Added 25.79%	26,658 $1.46 Billion
Q1 2023 Apr 13, 2023	BUY	$50.35 - $57.8 $90,176 - $103,519	1,791 Added 9.23%	21,193 $1.12 Billion
Q4 2022 Feb 13, 2023	BUY	$47.77 - $54.73 $926,833 - $1.06 Million	19,402 New	19,402 $992 Million

Others Institutions Holding DFAS

# of Institutions

765

Shares Held

117M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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Htg Investment Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History