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%
Shares
8 transactions
Others Institutions Holding DFAI
# of Institutions
606Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.03 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$213 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$192 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$192 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$178 Million17.39% of portfolio