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 $21.9 Million. This represents 7.99% of its overall portfolio holdings.
Number of Shares
690,718
Previous 674,220
2.45%
Holding current value
$21.9 Million
Previous $18.7 Billion
14.69%
% of portfolio
7.99%
Previous 7.81%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
493Shares Held
292MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$980 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$873 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$515 Million8.53% of portfolio
-
Evensky & Katz LLC6.15MShares$195 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$164 Million0.2% of portfolio