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

Htg Investment Advisors, Inc.

$297 Billion
Q3 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 58,249 shares of DFUS stock, worth $4.25 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

58,249

Previous 58,285 0.06%

Holding current value

$4.25 Million

Previous $3.91 Billion 8.02%

% of portfolio

1.42%

Previous 1.45%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$67.01 - $72.84 $2,412 - $2,622	-36 Reduced 0.06%	58,249 $4.22 Billion
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

832

Shares Held

203M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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