Htg Investment Advisors, Inc. Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Htg Investment Advisors, Inc. holds 43,239 shares of DFAS stock, worth $2.76 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

43,239

Previous 43,404 0.38%

Holding current value

$2.76 Million

Previous $2.82 Billion 0.04%

% of portfolio

1.29%

Previous 1.33%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$63.58 - $71.15 $10,490 - $11,739	-165 Reduced 0.38%	43,239 $2.81 Billion
Q3 2024 Nov 04, 2024	BUY	$59.25 - $65.33 $112,041 - $123,539	1,891 Added 4.56%	43,404 $2.82 Billion
Q2 2024 Jul 31, 2024	BUY	$57.42 - $62.37 $164,737 - $178,939	2,869 Added 7.42%	41,513 $2.49 Billion
Q1 2024 Apr 29, 2024	BUY	$56.66 - $62.34 $337,863 - $371,733	5,963 Added 18.25%	38,644 $2.41 Billion
Q4 2023 Jan 29, 2024	BUY	$48.83 - $60.51 $235,165 - $291,416	4,816 Added 17.28%	32,681 $1.95 Billion
Q3 2023 Oct 24, 2023	BUY	$51.84 - $57.67 $62,570 - $69,607	1,207 Added 4.53%	27,865 $1.46 Billion
Q2 2023 Jul 17, 2023	BUY	$49.85 - $54.8 $272,430 - $299,482	5,465 Added 25.79%	26,658 $1.46 Billion
Q1 2023 Apr 13, 2023	BUY	$50.35 - $57.8 $90,176 - $103,519	1,791 Added 9.23%	21,193 $1.12 Billion
Q4 2022 Feb 13, 2023	BUY	$47.77 - $54.73 $926,833 - $1.06 Million	19,402 New	19,402 $992 Million

Others Institutions Holding DFAS

# of Institutions

777

Shares Held

118M

Call Options Held

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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 Small C Transaction History