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 $1.24 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

38,864

Previous 35,464 9.59%

Holding current value

$1.24 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	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

606

Shares Held

230M

Call Options Held

3.7K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

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.

Account

Avantax Advisory Services, Inc. Dimensional ETF Tr Transaction History