Htg Investment Advisors, Inc. Dimensional ETF Tr Transaction History
Htg Investment Advisors, Inc.
- $212 Billion
- Q3 2024
A detailed history of Htg Investment Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Htg Investment Advisors, Inc. holds 144,111 shares of DFAU stock, worth $5.7 Million. This represents 2.7% of its overall portfolio holdings.
Number of Shares
144,111
Previous 138,362
4.16%
Holding current value
$5.7 Million
Previous $5.19 Billion
10.27%
% of portfolio
2.7%
Previous 2.8%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
409Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$191 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$145 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$138 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$114 Million0.71% of portfolio