Htg Investment Advisors, Inc. Dimensional ETF Tr U S Equity Transaction History

Htg Investment Advisors, Inc.

$269 Billion
Q2 2025

A detailed history of Htg Investment Advisors, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Htg Investment Advisors, Inc. holds 58,285 shares of DFUS stock, worth $4.03 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

58,285

Previous 58,536 0.43%

Holding current value

$4.03 Million

Previous $3.54 Billion 10.34%

% of portfolio

1.45%

Previous 1.48%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$53.65 - $67.02 $13,466 - $16,822	-251 Reduced 0.43%	58,285 $3.91 Billion
Q1 2025 May 02, 2025	SELL	$59.61 - $66.71 $45,840 - $51,299	-769 Reduced 1.3%	58,536 $3.54 Billion
Q4 2024 Jan 27, 2025	SELL	$61.52 - $66.5 $46,324 - $50,074	-753 Reduced 1.25%	59,305 $3.78 Billion
Q4 2023 Jan 29, 2024	SELL	$44.51 - $52.0 $8,902 - $10,400	-200 Reduced 0.33%	60,058 $3.11 Billion
Q2 2023 Jul 17, 2023	SELL	$43.77 - $48.16 $9,279 - $10,209	-212 Reduced 0.35%	60,258 $2.9 Billion
Q1 2023 Apr 13, 2023	SELL	$41.24 - $45.43 $28,538 - $31,437	-692 Reduced 1.13%	60,470 $2.69 Billion
Q4 2022 Feb 13, 2023	BUY	$38.86 - $44.32 $2.38 Million - $2.71 Million	61,162 New	61,162 $2.54 Billion

Others Institutions Holding DFUS

# of Institutions

780

Shares Held

194M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Htg Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Htg Investment Advisors, Inc. with notifications on news.

Account

Htg Investment Advisors, Inc. Dimensional ETF Tr U S Equity Transaction History