Htg Investment Advisors, Inc. Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Htg Investment Advisors, Inc. holds 43,404 shares of DFAS stock, worth $2.79 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
43,404
Previous 41,513
4.56%
Holding current value
$2.79 Million
Previous $2.49 Billion
12.87%
% of portfolio
1.33%
Previous 1.34%
Shares
8 transactions
Others Institutions Holding DFAS
# of Institutions
672Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$720 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$448 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$428 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$286 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$175 Million1.82% of portfolio