Avantax Advisory Services, Inc. Dimensional ETF Tr Transaction History
Avantax Advisory Services, Inc.
- $13.8 Billion
- Q2 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 40,243 shares of DFAI stock, worth $1.23 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
40,243
Previous 33,661
19.55%
Holding current value
$1.23 Million
Previous $1.02 Million
17.4%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
529Shares Held
167MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$191 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$167 Million17.91% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$157 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$130 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$127 Million0.22% of portfolio