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

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

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 215,903 shares of DFAS stock, worth $14.9 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

215,903

Previous 198,456 8.79%

Holding current value

$14.9 Million

Previous $11.9 Million 16.01%

% of portfolio

0.08%

Previous 0.07%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$52.31 - $63.72 $912,652 - $1.11 Million	17,447 Added 8.79%	215,903 $13.8 Million
Q1 2025 May 06, 2025	BUY	$58.81 - $68.2 $7.04 Million - $8.16 Million	119,686 Added 151.94%	198,456 $11.9 Million
Q4 2024 Feb 07, 2025	SELL	$63.58 - $71.15 $464,706 - $520,035	-7,309 Reduced 8.49%	78,770 $5.13 Million
Q3 2024 Nov 13, 2024	BUY	$59.25 - $65.33 $1.05 Million - $1.16 Million	17,684 Added 25.86%	86,079 $5.58 Million
Q2 2024 Aug 09, 2024	BUY	$57.42 - $62.37 $986,934 - $1.07 Million	17,188 Added 33.57%	68,395 $4.11 Million
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	$47.77 - $54.73 $1.26 Million - $1.44 Million	26,284 Added 11.95%	246,299 $12.6 Million
Q3 2022 Nov 01, 2022	BUY	$46.47 - $55.84 $421,343 - $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

848

Shares Held

133M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

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