HTG Investment Advisors, Inc. DFAC Holdings History
HTG Investment Advisors, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, HTG Investment Advisors, Inc. held 761,703.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $27.30 Mil. This investment constitutes 10.15% of their stock portfolio, and HTG Investment Advisors, Inc. now holds 0.08% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2022Q4. And since then HTG Investment Advisors, Inc. has made 10 purchases of DFAC, at an average price of $25.84, for a total of 761,703.00 shares. Based on historical transaction data and DFAC's current price of $36.89, HTG Investment Advisors, Inc.'s estimated gain on his DFAC holdings is $8.42 Mil, reflecting a 42.77% gain to date.
HTG Investment Advisors, Inc. DFAC ($36.89) Holding Chart
HTG Investment Advisors, Inc. DFAC ($36.89) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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