Htg Investment Advisors, Inc. Dimensional ETF Tr U S Equity Transaction History
Htg Investment Advisors, Inc.
- $185 Billion
- Q2 2024
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 60,058 shares of DFUS stock, worth $3.65 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
60,058
Previous 60,058
-0.0%
Holding current value
$3.65 Million
Previous $3.42 Billion
3.28%
% of portfolio
1.91%
Previous 1.98%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$484 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$360 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$307 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$252 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$226 Million0.23% of portfolio