Number of Shares
674,220.00
Current Holdings Value*
$18.72 Mil
% of Portfolio
7.81%
Total Estimate Gain
$5.41 Mil
% of Total Estimate Gain
33.68%

HTG Investment Advisors, Inc.'s Dimensional International Core Equity 2 ETF Holding Summary

As of 2025-03-31, HTG Investment Advisors, Inc. held 674,220.00 shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $18.72 Mil. This investment constitutes 7.81% of their stock portfolio, and HTG Investment Advisors, Inc. now holds 0.22% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.

The initial trade took place in 2022Q4. And since then HTG Investment Advisors, Inc. has made 9 purchases of DFIC, at an average price of $23.82, for a total of 674,220.00 shares. Based on historical transaction data and DFIC's current price of $31.84, HTG Investment Advisors, Inc.'s estimated gain on his DFIC holdings is $5.41 Mil, reflecting a 33.68% gain to date.

HTG Investment Advisors, Inc. DFIC ($31.84) Holding Chart

HTG Investment Advisors, Inc. DFIC ($31.84) 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 %

Top Ranked Articles

  • 1