Htg Investment Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Htg Investment Advisors, Inc.
- $297 Billion
- Q3 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 701,565 shares of DFIC stock, worth $23.4 Million. This represents 7.74% of its overall portfolio holdings.
Number of Shares
701,565
Previous 690,718
1.57%
Holding current value
$23.4 Million
Previous $21.5 Billion
7.12%
% of portfolio
7.74%
Previous 7.99%
Shares
12 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio