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 $15.5 Million. This represents 7.68% of its overall portfolio holdings.

Number of Shares

578,536

Previous 540,804 6.98%

Holding current value

$15.5 Million

Previous $14.2 Billion 14.5%

% of portfolio

7.68%

Previous 7.66%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$25.36 - $28.37 $956,883 - $1.07 Million	37,732 Added 6.98%	578,536 $16.3 Billion
Q2 2024 Jul 31, 2024	BUY	$25.73 - $27.44 $1.02 Million - $1.09 Million	39,663 Added 7.91%	540,804 $14.2 Billion
Q1 2024 Apr 29, 2024	BUY	$24.62 - $26.83 $1.54 Million - $1.68 Million	62,524 Added 14.25%	501,141 $13.4 Billion
Q4 2023 Jan 29, 2024	BUY	$22.18 - $25.58 $1.2 Million - $1.38 Million	54,056 Added 14.06%	438,617 $11.2 Billion
Q3 2023 Oct 24, 2023	BUY	$23.25 - $25.17 $1.65 Million - $1.79 Million	71,181 Added 22.71%	384,561 $8.98 Billion
Q2 2023 Jul 17, 2023	BUY	$23.45 - $24.88 $386,198 - $409,748	16,469 Added 5.55%	313,380 $7.61 Billion
Q1 2023 Apr 13, 2023	BUY	$22.5 - $24.64 $408,195 - $447,018	18,142 Added 6.51%	296,911 $7.15 Billion
Q4 2022 Feb 13, 2023	BUY	$19.06 - $23.03 $5.31 Million - $6.42 Million	278,769 New	278,769 $6.23 Billion

Others Institutions Holding DFIC

# of Institutions

350

Shares Held

224M

Call Options Held

900

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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Htg Investment Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History