Htg Investment Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Htg Investment Advisors, Inc.
- $269 Billion
- Q2 2025
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 690,718 shares of DFIC stock, worth $22.6 Million. This represents 7.99% of its overall portfolio holdings.
Number of Shares
690,718
Previous 674,220
2.45%
Holding current value
$22.6 Million
Previous $18.7 Billion
14.69%
% of portfolio
7.99%
Previous 7.81%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
513Shares Held
297MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$943 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$524 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio