Avantax Advisory Services, Inc. Dimensional ETF Tr Transaction History

Avantax Advisory Services, Inc.

  • $16 Billion
  • Q1 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 20,158 shares of DFAX stock, worth $577,929. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,158
Previous 22,948 12.16%
Holding current value
$577,929
Previous $570,000 7.37%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$24.45 - $27.2 $68,215 - $75,888
-2,790 Reduced 12.16%
20,158 $528,000
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

# of Institutions
607
Shares Held
248M
Call Options Held
6.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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