Avantax Advisory Services, Inc. Dimensional ETF Tr U S Small C Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 51,207 shares of DFAS stock, worth $3.06 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

51,207

Previous 46,494 10.14%

Holding current value

$3.06 Million

Previous $2.77 Million 15.19%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$56.66 - $62.34 $267,038 - $293,808	4,713 Added 10.14%	51,207 $3.19 Million
Q4 2023 Feb 07, 2024	SELL	$48.83 - $60.51 $339,514 - $420,726	-6,953 Reduced 13.01%	46,494 $2.77 Million
Q3 2023 Nov 07, 2023	BUY	$51.84 - $57.67 $449,141 - $499,652	8,664 Added 19.35%	53,447 $2.81 Million
Q2 2023 Aug 11, 2023	SELL	$49.85 - $54.8 $436,686 - $480,048	-8,760 Reduced 16.36%	44,783 $2.45 Million
Q1 2023 Apr 28, 2023	SELL	$50.35 - $57.8 $9.71 Million - $11.1 Million	-192,756 Reduced 78.26%	53,543 $2.82 Million

Q4 2022 Feb 13, 2023	BUY	$50.26 - $54.73 $1.32 Million - $1.44 Million	26,284 Added 11.95%	246,299 $12.6 Million
Q3 2022 Nov 01, 2022	BUY	$47.01 - $55.84 $426,239 - $506,301	9,067 Added 4.3%	220,015 $10.2 Million
Q2 2022 Aug 02, 2022	BUY	$46.65 - $56.4 $5.21 Million - $6.3 Million	111,668 Added 112.48%	210,948 $10.1 Million
Q1 2022 Apr 27, 2022	BUY	$53.45 - $60.82 $4.7 Million - $5.35 Million	87,897 Added 772.18%	99,280 $5.58 Million
Q4 2021 Jan 24, 2022	BUY	$56.67 - $63.93 $38,195 - $43,088	674 Added 6.29%	11,383 $683,000
Q3 2021 Oct 21, 2021	BUY	$54.69 - $59.43 $54,525 - $59,251	997 Added 10.27%	10,709 $615,000
Q2 2021 Jul 29, 2021	BUY	$56.37 - $58.95 $547,465 - $572,522	9,712 New	9,712 $569,000

Others Institutions Holding DFAS

# of Institutions

636

Shares Held

101M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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 U S Small C Transaction History