Avant Financial Advisors LLC DIMENSIONAL ETF TRUST Transaction History

Avant Financial Advisors LLC

  • $110 Billion
  • Q1 2025
Number of Shares
71,956
Previous 66,363 8.43%
Holding current value
$1.89 Billion
Previous $1.69 Billion 11.48%
% of portfolio
1.71%
Previous 1.56%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
N/A
5,593 Added 8.43%
71,956 $1.89 Billion
Q4 2024

Mar 24, 2025
BUY
N/A
66,363 New
66,363 $1.69 Billion
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