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 $295,092. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,026
Previous 7,226
2.77%
Holding current value
$295,092
Previous $312,000
7.05%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
411Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$467 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio