HTG Investment Advisors, Inc. DFAX Holdings History
HTG Investment Advisors, Inc.'s Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, HTG Investment Advisors, Inc. held 624,979.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $16.37 Mil. This investment constitutes 6.83% of their stock portfolio, and HTG Investment Advisors, Inc. now holds 0.21% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2022Q4. And since then HTG Investment Advisors, Inc. has made 6 purchases of DFAX, at an average price of $21.08, for a total of 686,221.00 shares. In addition, there have been 3 sales at an average price of $24.10 for 61,242.00 shares. Based on historical transaction data and DFAX's current price of $29.83, HTG Investment Advisors, Inc.'s estimated gain on his DFAX holdings is $5.66 Mil, reflecting a 39.11% gain to date.
HTG Investment Advisors, Inc. DFAX ($29.83) Holding Chart
HTG Investment Advisors, Inc. DFAX ($29.83) 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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