Htg Investment Advisors, Inc. Dimensional ETF Tr U S Equity Transaction History
Htg Investment Advisors, Inc.
- $219 Billion
- Q4 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 59,305 shares of DFUS stock, worth $3.91 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
59,305
Previous 60,058
1.25%
Holding current value
$3.91 Million
Previous $3.74 Billion
1.21%
% of portfolio
1.73%
Previous 1.76%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
674Shares Held
138MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$577 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$524 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$383 Million20.61% of portfolio
-
Plancorp, LLC4.96MShares$327 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$272 Million0.08% of portfolio