Htg Investment Advisors, Inc. Dimensional ETF Tr Transaction History

Htg Investment Advisors, Inc.

$269 Billion
Q2 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 605,851 shares of DFAX stock, worth $18.3 Million. This represents 6.62% of its overall portfolio holdings.

Number of Shares

605,851

Previous 624,979 3.06%

Holding current value

$18.3 Million

Previous $16.4 Billion 8.67%

% of portfolio

6.62%

Previous 6.83%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$23.37 - $29.39 $447,021 - $562,171	-19,128 Reduced 3.06%	605,851 $17.8 Billion
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

635

Shares Held

243M

Call Options Held

6.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

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Htg Investment Advisors, Inc. Dimensional ETF Tr Transaction History