Htg Investment Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Htg Investment Advisors, Inc.
- $212 Billion
- Q3 2024
A detailed history of Htg Investment Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Htg Investment Advisors, Inc. holds 578,536 shares of DFIC stock, worth $15.2 Million. This represents 7.68% of its overall portfolio holdings.
Number of Shares
578,536
Previous 540,804
6.98%
Holding current value
$15.2 Million
Previous $14.2 Billion
14.5%
% of portfolio
7.68%
Previous 7.66%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
362Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$711 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$678 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$416 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$155 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$128 Million17.02% of portfolio