Htg Investment Advisors, Inc. Dimensional ETF Tr Transaction History

Htg Investment Advisors, Inc.

  • $219 Billion
  • Q4 2024

A detailed history of Htg Investment Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Htg Investment Advisors, Inc. holds 618,217 shares of DFAX stock, worth $15.8 Million. This represents 7.03% of its overall portfolio holdings.

Number of Shares
618,217
Previous 603,949 2.36%
Holding current value
$15.8 Million
Previous $16.3 Billion 5.79%
% of portfolio
7.03%
Previous 7.7%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$24.76 - $27.04 $353,275 - $385,806
14,268 Added 2.36%
618,217 $15.4 Billion
Q3 2024

Nov 04, 2024
BUY
$24.29 - $27.25 $329,542 - $369,700
13,567 Added 2.3%
603,949 $16.3 Billion
Q2 2024

Jul 31, 2024
BUY
$24.57 - $26.36 $57,125 - $61,287
2,325 Added 0.4%
590,382 $15 Billion
Q1 2024

Apr 29, 2024
SELL
$23.42 - $25.45 $1.08 Million - $1.18 Million
-46,291 Reduced 7.3%
588,057 $15 Billion
Q4 2023

Jan 29, 2024
BUY
$21.44 - $24.42 $56,087 - $63,882
2,616 Added 0.41%
634,348 $15.5 Billion
Q3 2023

Oct 24, 2023
BUY
$22.41 - $24.35 $17,726 - $19,260
791 Added 0.13%
631,732 $14.2 Billion
Q2 2023

Jul 17, 2023
SELL
$22.56 - $24.03 $255,243 - $271,875
-11,314 Reduced 1.76%
630,941 $14.7 Billion
Q1 2023

Apr 13, 2023
SELL
$21.74 - $23.72 $79,068 - $86,269
-3,637 Reduced 0.56%
642,255 $14.8 Billion
Q4 2022

Feb 13, 2023
BUY
$18.81 - $22.36 $12.1 Million - $14.4 Million
645,892 New
645,892 $14 Billion

Others Institutions Holding DFAX

# of Institutions
521
Shares Held
226M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Htg Investment Advisors, Inc. Portfolio

Follow Htg Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email