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 22,948 shares of DFAX stock, worth $604,220. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22,948
Previous 14,707 56.03%
Holding current value
$604,220
Previous $397,000 43.58%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

BUY
$24.76 - $27.04 $204,047 - $222,836
8,241 Added 56.03%
22,948 $570,000
Q3 2024

Nov 13, 2024

BUY
$24.29 - $27.25 $91,549 - $102,705
3,769 Added 34.46%
14,707 $397,000
Q2 2024

Aug 09, 2024

BUY
$24.57 - $26.36 $51,547 - $55,303
2,098 Added 23.73%
10,938 $278,000
Q1 2024

May 08, 2024

BUY
$23.42 - $25.45 $207,032 - $224,978
8,840 New
8,840 $224,000

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

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.