Avantax Advisory Services, Inc. Dimensional ETF Tr Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
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 21,436 shares of DFAX stock, worth $658,299. This represents 0.0% of its overall portfolio holdings.
Number of Shares
21,436
Previous 20,158
6.34%
Holding current value
$658,299
Previous $528,000
19.13%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DFAX
# of Institutions
655Shares Held
254MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$345 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$246 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$234 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$215 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$193 Million0.92% of portfolio