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 38,864 shares of DFAI stock, worth $1.21 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

38,864

Previous 35,464 9.59%

Holding current value

$1.21 Million

Previous $1.13 Million 0.62%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$29.0 - $31.6 $98,600 - $107,440	3,400 Added 9.59%	38,864 $1.13 Million
Q3 2024 Nov 13, 2024	SELL	$28.69 - $32.06 $137,109 - $153,214	-4,779 Reduced 11.88%	35,464 $1.13 Million
Q2 2024 Aug 09, 2024	BUY	$28.93 - $30.91 $190,417 - $203,449	6,582 Added 19.55%	40,243 $1.19 Million
Q1 2024 May 08, 2024	BUY	$27.74 - $30.27 $88,795 - $96,894	3,201 Added 10.51%	33,661 $1.02 Million
Q4 2023 Feb 07, 2024	BUY	$24.88 - $28.69 $527,630 - $608,428	21,207 Added 229.19%	30,460 $872,000
Q3 2023 Nov 07, 2023	BUY	$26.0 - $28.17 $32,474 - $35,184	1,249 Added 15.6%	9,253 $241,000
Q2 2023 Aug 11, 2023	SELL	$26.46 - $28.05 $79 - $84	-3 Reduced 0.04%	8,004 $218,000
Q1 2023 Apr 28, 2023	BUY	$25.21 - $27.45 $201,856 - $219,792	8,007 New	8,007 $215,000

Others Institutions Holding DFAI

# of Institutions

602

Shares Held

229M

Call Options Held

3.7K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Avantax Advisory Services, Inc. Dimensional ETF Tr Transaction History