HTG Investment Advisors, Inc. Historic Quarter Change: USA ETF, Added, 2024 Q1

HTG Investment Advisors, Inc. historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, HTG Investment Advisors, Inc. opened 40 positions, added to 213, reduced 74 and sold out of 20.

Q1 2024: Stock DFAC; Country of operation —; Class US CORE EQUITY 2; Shares before 640,337.
Q1 2024: Stock AVUS; Country of operation —; Class US EQT ETF; Shares before 137,390.
Q1 2024: Stock DFIC; Country of operation —; Class INTL CORE EQUITY; Shares before 438,617.
Q1 2024: Stock VTV; Country of operation —; Class VALUE ETF; Shares before 29,320.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1963875), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.

Quarter	Stock	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q1 2024	DFAC DIMENSIONAL ETF TRUST	US CORE EQUITY 2	640,337	686,807	+46,470	$18,717,051	$21,943,484	+$3,226,433	2024-04-29
Q1 2024	AVUS AMERICAN CENTY ETF TR	US EQT ETF	137,390	157,244	+19,854	$11,204,155	$14,073,338	+$2,869,183	2024-04-29
Q1 2024	DFIC DIMENSIONAL ETF TRUST	INTL CORE EQUITY	438,617	501,141	+62,524	$11,197,892	$13,405,522	+$2,207,630	2024-04-29
Q1 2024	VTV VANGUARD INDEX FDS	VALUE ETF	29,320	36,955	+7,635	$4,383,340	$6,018,491	+$1,635,151	2024-04-29
Q1 2024	DFAU DIMENSIONAL ETF TRUST	US CORE EQT MKT	106,722	140,255	+33,533	$3,548,507	$5,124,918	+$1,576,411	2024-04-29
Q1 2024	BSV VANGUARD BD INDEX FDS	SHORT TRM BOND	87,901	105,387	+17,486	$6,770,142	$8,080,028	+$1,309,886	2024-04-29
Q1 2024	AVDE AMERICAN CENTY ETF TR	INTL EQT ETF	108,239	119,778	+11,539	$6,540,883	$7,634,650	+$1,093,767	2024-04-29
Q1 2024	AGG ISHARES TR	CORE US AGGBD ET	75,312	84,976	+9,664	$7,474,716	$8,322,549	+$847,833	2024-04-29
Q1 2024	DFEM DIMENSIONAL ETF TRUST	EMERGING MKTS CO	232,150	256,620	+24,470	$5,794,464	$6,541,244	+$746,780	2024-04-29
Q1 2024	VUG VANGUARD INDEX FDS	GROWTH ETF	12,466	13,270	+804	$3,875,413	$4,567,515	+$692,102	2024-04-29
Q1 2024	IJH ISHARES TR	CORE S&P MCP ETF	11,640	61,446	+49,806	$3,225,907	$3,732,204	+$506,297	2024-04-29
Q1 2024	DFAS DIMENSIONAL ETF TRUST	US SMALL CAP ETF	32,681	38,644	+5,963	$1,948,441	$2,409,067	+$460,626	2024-04-29
Q1 2024	AVRE AMERICAN CENTY ETF TR	REAL ESTATE ETF	26,047	37,401	+11,354	$1,128,096	$1,581,314	+$453,218	2024-04-29
Q1 2024	BND VANGUARD BD INDEX FDS	TOTAL BND MRKT	6,501	10,769	+4,268	$478,149	$782,152	+$304,003	2024-04-29
Q1 2024	AVEM AMERICAN CENTY ETF TR	AVANTIS EMGMKT	42,603	44,417	+1,814	$2,402,383	$2,574,409	+$172,026	2024-04-29
Q1 2024	VT VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	13,490	14,063	+573	$1,387,843	$1,553,934	+$166,091	2024-04-29
Q1 2024	VUSB VANGUARD BD INDEX FDS	VANGUARD ULTRA	49,421	50,880	+1,459	$2,443,377	$2,521,099	+$77,722	2024-04-29

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