HTG Investment Advisors, Inc. ETF holdings
New Canaan, CT
Reported $351.3M in 54 ETFs in its Form 13F for June 30, 2026.
ETF value
$351.3M
ETFs held
54
Change from prior quarter
+12.4%
With price moves
ETFs as a share of its 13F
90.1%
of $390.1M
Top 10 of 54 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAC | Dimensional U.S. Core Equity 2 ETF | $38.7M | 871,463 | −10,048 shares |
| AVUS | Avantis US Equity ETF | $38.0M | 296,736 | +19,913 shares |
| DFIC | Dimensional International Core Equity 2 ETF | $28.0M | 750,319 | +6,618 shares |
| AVDE | Avantis International Equity ETF | $27.4M | 306,872 | +21,216 shares |
| DFAX | Dimensional World ex U.S. Core Equity 2 ETF | $21.9M | 595,793 | −33,604 shares |
| HELO | JPMorgan Hedged Equity Laddered Overlay ETF | $18.0M | 267,027 | +5,480 shares |
| VTV | Vanguard Morningstar Value ETF | $15.6M | 71,371 | −645 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $15.1M | 190,727 | +84,072 shares |
| VUSB | Vanguard Ultra-Short Bond ETF | $13.5M | 270,624 | +76,894 shares |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $12.4M | 305,765 | +5,329 shares |
44 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001963875. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does HTG Investment Advisors, Inc. own?
HTG Investment Advisors, Inc. reported 54 ETF positions worth $351.3M in its Form 13F for June 30, 2026. The largest was DFAC, at $38.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.