Avantax Advisory Services, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Avantax Advisory Services, Inc.
- $11.1 Billion
- Q1 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 134,496 shares of DFAC stock, worth $4.37 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
134,496
Previous 112,892
19.14%
Holding current value
$4.37 Million
Previous $3.3 Million
30.25%
% of portfolio
0.04%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$566 Million0.3% of portfolio