Avantax Advisory Services, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Avantax Advisory Services, Inc.
- $15.6 Billion
- Q4 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 7,026 shares of DFCF stock, worth $290,454. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,026
Previous 7,226
2.77%
Holding current value
$290,454
Previous $312,000
7.05%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
371Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$142 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$478 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$460 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio