Avantax Advisory Services, Inc. Dimensional ETF Tr Short Durat Transaction History
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 13,546 shares of DFSD stock, worth $640,454. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,546
Previous 11,628
16.49%
Holding current value
$640,454
Previous $546,000
18.32%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding DFSD
# of Institutions
282Shares Held
54.2MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$118 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.2 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.8 Million16.79% of portfolio