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HTG Investment Advisors, Inc. Historic Quarter Change: USA ETF, Added, 2024 Q3

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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.

  • Q3 2024: Stock AVDE; Country of operation —; Class INTL EQT ETF; Shares before 201,842.
  • Q3 2024: Stock BSV; Country of operation —; Class SHORT TRM BOND; Shares before 124,505.
  • Q3 2024: Stock DFAC; Country of operation —; Class US CORE EQUITY 2; Shares before 694,147.
  • Q3 2024: Stock DFIC; Country of operation —; Class INTL CORE EQUITY; Shares before 540,804.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2024AVDE
AMERICAN CENTY ETF TR		INTL EQT ETF201,842224,677+22,835$12,566,683$15,060,099+$2,493,4162024-11-04
Q3 2024BSV
VANGUARD BD INDEX FDS		SHORT TRM BOND124,505152,369+27,864$9,549,540$11,989,884+$2,440,3442024-11-04
Q3 2024DFAC
DIMENSIONAL ETF TRUST		US CORE EQUITY 2694,147720,221+26,074$22,379,299$24,696,378+$2,317,0792024-11-04
Q3 2024DFIC
DIMENSIONAL ETF TRUST		INTL CORE EQUITY540,804578,536+37,732$14,217,737$16,280,003+$2,062,2662024-11-04
Q3 2024AVUS
AMERICAN CENTY ETF TR		US EQT ETF157,088165,834+8,746$14,167,767$15,779,105+$1,611,3382024-11-04
Q3 2024VTV
VANGUARD INDEX FDS		VALUE ETF41,18845,425+4,237$6,606,967$7,929,842+$1,322,8752024-11-04
Q3 2024DFAX
DIMENSIONAL ETF TRUST		WORLD EX US CORE590,382603,949+13,567$15,007,516$16,312,662+$1,305,1462024-11-04
Q3 2024AGG
ISHARES TR		CORE US AGGBD ET91,18199,380+8,199$8,850,940$10,064,213+$1,213,2732024-11-04
Q3 2024BND
VANGUARD BD INDEX FDS		TOTAL BND MRKT18,14431,762+13,618$1,307,275$2,385,644+$1,078,3692024-11-04
Q3 2024DFEM
DIMENSIONAL ETF TRUST		EMERGING MKTS CO263,429275,926+12,497$7,041,457$7,767,317+$725,8602024-11-04
Q3 2024JMUB
J P MORGAN EXCHANGE TRADED F		MUNICIPAL ETF51,73662,197+10,461$2,606,201$3,188,840+$582,6392024-11-04
Q3 2024DFAU
DIMENSIONAL ETF TRUST		US CORE EQT MKT138,362144,111+5,749$5,187,191$5,719,766+$532,5752024-11-04
Q3 2024AVRE
AMERICAN CENTY ETF TR		REAL ESTATE ETF42,96248,022+5,060$1,770,894$2,263,757+$492,8632024-11-04
Q3 2024IJH
ISHARES TR		CORE S&P MCP ETF64,20868,100+3,892$3,757,427$4,243,965+$486,5382024-11-04
Q3 2024VUSB
VANGUARD BD INDEX FDS		VANGUARD ULTRA59,38566,227+6,842$2,940,730$3,307,395+$366,6652024-11-04
Q3 2024AVEM
AMERICAN CENTY ETF TR		AVANTIS EMGMKT45,08548,150+3,065$2,754,243$3,110,490+$356,2472024-11-04
Q3 2024DFAS
DIMENSIONAL ETF TRUST		US SMALL CAP ETF41,51343,404+1,891$2,494,101$2,815,183+$321,0822024-11-04
Q3 2024VUG
VANGUARD INDEX FDS		GROWTH ETF14,08014,372+292$5,266,041$5,517,842+$251,8012024-11-04
Q3 2024VWO
VANGUARD INTL EQUITY INDEX F		FTSE EMR MKT ETF13,94914,169+220$610,396$677,970+$67,5742024-11-04
Q3 2024VO
VANGUARD INDEX FDS		MID CAP ETF9671,024+57$234,111$270,162+$36,0512024-11-04
Q3 2024XLV
SELECT SECTOR SPDR TR		SBI HEALTHCARE1,4381,448+10$209,588$223,021+$13,4332024-11-04
Q3 2024XLK
SELECT SECTOR SPDR TR		TECHNOLOGY3,3273,335+8$752,689$752,931+$2422024-11-04

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