Htg Investment Advisors, Inc. Dimensional ETF Tr Transaction History
Htg Investment Advisors, Inc.
- $297 Billion
- Q3 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 613,767 shares of DFAX stock, worth $19.6 Million. This represents 6.48% of its overall portfolio holdings.
Number of Shares
613,767
Previous 605,851
1.31%
Holding current value
$19.6 Million
Previous $17.8 Billion
8.24%
% of portfolio
6.48%
Previous 6.62%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
667Shares Held
257MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Envestnet Asset Management Inc6.67MShares$213 Million0.06% of portfolio