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 $16 Million. This represents 7.03% of its overall portfolio holdings.

Number of Shares
618,217
Previous 603,949 2.36%
Holding current value
$16 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
572
Shares Held
242M
Call Options Held
2K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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