Htg Investment Advisors, Inc. Dimensional ETF Tr Transaction History

Htg Investment Advisors, Inc.

$240 Billion
Q1 2025

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 624,979 shares of DFAX stock, worth $16.8 Million. This represents 6.83% of its overall portfolio holdings.

Number of Shares

624,979

Previous 618,217 1.09%

Holding current value

$16.8 Million

Previous $15.4 Billion 6.54%

% of portfolio

6.83%

Previous 7.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$24.45 - $27.2 $165,330 - $183,926	6,762 Added 1.09%	624,979 $16.4 Billion
Q4 2024 Jan 27, 2025	BUY	$24.76 - $27.04 $353,275 - $385,806	14,268 Added 2.36%	618,217 $15.4 Billion
Q3 2024 Nov 04, 2024	BUY	$24.29 - $27.25 $329,542 - $369,700	13,567 Added 2.3%	603,949 $16.3 Billion
Q2 2024 Jul 31, 2024	BUY	$24.57 - $26.36 $57,125 - $61,287	2,325 Added 0.4%	590,382 $15 Billion
Q1 2024 Apr 29, 2024	SELL	$23.42 - $25.45 $1.08 Million - $1.18 Million	-46,291 Reduced 7.3%	588,057 $15 Billion
Q4 2023 Jan 29, 2024	BUY	$21.44 - $24.42 $56,087 - $63,882	2,616 Added 0.41%	634,348 $15.5 Billion
Q3 2023 Oct 24, 2023	BUY	$22.41 - $24.35 $17,726 - $19,260	791 Added 0.13%	631,732 $14.2 Billion
Q2 2023 Jul 17, 2023	SELL	$22.56 - $24.03 $255,243 - $271,875	-11,314 Reduced 1.76%	630,941 $14.7 Billion
Q1 2023 Apr 13, 2023	SELL	$21.74 - $23.72 $79,068 - $86,269	-3,637 Reduced 0.56%	642,255 $14.8 Billion
Q4 2022 Feb 13, 2023	BUY	$18.81 - $22.36 $12.1 Million - $14.4 Million	645,892 New	645,892 $14 Billion

Others Institutions Holding DFAX

# of Institutions

587

Shares Held

245M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Htg Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Htg Investment Advisors, Inc. with notifications on news.

Account

Htg Investment Advisors, Inc. Dimensional ETF Tr Transaction History