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 54,980 shares of DFIV stock, worth $2.48 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

54,980

Previous 41,469 32.58%

Holding current value

$2.48 Million

Previous $1.63 Million 44.24%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$34.67 - $43.21 $468,426 - $583,810	13,511 Added 32.58%	54,980 $2.35 Million
Q1 2025 May 06, 2025	BUY	$35.33 - $40.77 $500,590 - $577,670	14,169 Added 51.9%	41,469 $1.63 Million
Q4 2024 Feb 07, 2025	SELL	$34.86 - $37.97 $75,646 - $82,394	-2,170 Reduced 7.36%	27,300 $968,000
Q3 2024 Nov 13, 2024	BUY	$34.66 - $38.38 $37,606 - $41,642	1,085 Added 3.82%	29,470 $1.12 Million
Q2 2024 Aug 09, 2024	SELL	$35.5 - $38.02 $291,206 - $311,878	-8,203 Reduced 22.42%	28,385 $1.02 Million
Q1 2024 May 08, 2024	SELL	$33.15 - $36.75 $426,474 - $472,788	-12,865 Reduced 26.01%	36,588 $1.34 Million
Q4 2023 Feb 07, 2024	BUY	$30.86 - $34.46 $460,431 - $514,143	14,920 Added 43.21%	49,453 $1.7 Million
Q3 2023 Nov 07, 2023	BUY	$32.1 - $34.42 $8,988 - $9,637	280 Added 0.82%	34,533 $1.13 Million
Q2 2023 Aug 11, 2023	SELL	$31.45 - $33.77 $1.73 Million - $1.85 Million	-54,895 Reduced 61.58%	34,253 $1.13 Million
Q1 2023 Apr 28, 2023	SELL	$30.43 - $33.38 $7.47 Million - $8.19 Million	-245,405 Reduced 73.35%	89,148 $2.87 Million
Q4 2022 Feb 13, 2023	SELL	$25.88 - $31.1 $440,607 - $529,477	-17,025 Reduced 4.84%	334,553 $10.2 Million
Q3 2022 Nov 01, 2022	BUY	$25.71 - $30.57 $301,321 - $358,280	11,720 Added 3.45%	351,578 $9.06 Million
Q2 2022 Aug 02, 2022	BUY	$28.66 - $33.84 $2.52 Million - $2.98 Million	88,014 Added 34.95%	339,858 $9.82 Million
Q1 2022 Apr 27, 2022	BUY	$30.75 - $35.49 $7.43 Million - $8.57 Million	241,607 Added 2360.13%	251,844 $8.44 Million
Q4 2021 Jan 24, 2022	SELL	$31.61 - $34.21 $15,394 - $16,660	-487 Reduced 4.54%	10,237 $336,000
Q3 2021 Oct 21, 2021	BUY	$32.25 - $33.65 $345,849 - $360,862	10,724 New	10,724 $354,000

Others Institutions Holding DFIV

# of Institutions

752

Shares Held

262M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Avantax Advisory Services, Inc. Dimensional ETF Tr Transaction History