Avantax Advisory Services, Inc. Dimensional ETF Tr Transaction History

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 674,452 shares of DFAE stock, worth $17.5 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
674,452
Previous 662,031 1.88%
Holding current value
$17.5 Million
Previous $18.1 Million 5.74%
% of portfolio
0.11%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$25.36 - $28.15 $314,996 - $349,651
12,421 Added 1.88%
674,452 $17.1 Million
Q3 2024

Nov 13, 2024
BUY
$24.46 - $27.82 $112,540 - $127,999
4,601 Added 0.7%
662,031 $18.1 Million
Q2 2024

Aug 09, 2024
BUY
$24.03 - $26.3 $6.11 Million - $6.69 Million
254,377 Added 63.11%
657,430 $17 Million
Q1 2024

May 08, 2024
BUY
$22.74 - $24.88 $9.17 Million - $10 Million
403,053 New
403,053 $9.96 Million

Others Institutions Holding DFAE

# of Institutions
537
Shares Held
167M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email