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 $5.96 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares

144,111

Previous 138,362 4.16%

Holding current value

$5.96 Million

Previous $5.19 Billion 10.27%

% of portfolio

2.7%

Previous 2.8%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$35.8 - $39.69 $205,814 - $228,177	5,749 Added 4.16%	144,111 $5.72 Billion
Q2 2024 Jul 31, 2024	SELL	$34.53 - $37.67 $65,365 - $71,309	-1,893 Reduced 1.35%	138,362 $5.19 Billion
Q1 2024 Apr 29, 2024	BUY	$32.59 - $36.54 $1.09 Million - $1.23 Million	33,533 Added 31.42%	140,255 $5.12 Billion
Q4 2023 Jan 29, 2024	BUY	$28.58 - $33.37 $127,695 - $149,097	4,468 Added 4.37%	106,722 $3.55 Billion
Q3 2023 Oct 24, 2023	BUY	$29.79 - $32.13 $49,362 - $53,239	1,657 Added 1.65%	102,254 $3.06 Billion
Q2 2023 Jul 17, 2023	BUY	$28.25 - $30.99 $166,138 - $182,252	5,881 Added 6.21%	100,597 $3.12 Billion
Q1 2023 Apr 13, 2023	BUY	$26.87 - $29.65 $105,061 - $115,931	3,910 Added 4.31%	94,716 $2.72 Billion
Q4 2022 Feb 13, 2023	BUY	$25.24 - $28.83 $2.29 Million - $2.62 Million	90,806 New	90,806 $2.45 Billion

Others Institutions Holding DFAU

# of Institutions

412

Shares Held

110M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Htg Investment Advisors, Inc. Dimensional ETF Tr Transaction History