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 $634,223. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,546

Previous 11,628 16.49%

Holding current value

$634,223

Previous $546,000 18.32%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$47.0 - $47.84 $90,146 - $91,757	1,918 Added 16.49%	13,546 $646,000
Q2 2024 Aug 09, 2024	BUY	$46.64 - $47.15 $277,741 - $280,778	5,955 Added 104.97%	11,628 $546,000
Q1 2024 May 08, 2024	SELL	$46.78 - $47.19 $17,074 - $17,224	-365 Reduced 6.05%	5,673 $266,000
Q4 2023 Feb 07, 2024	SELL	$46.16 - $47.09 $4,523 - $4,614	-98 Reduced 1.6%	6,038 $283,000
Q3 2023 Nov 07, 2023	SELL	$46.24 - $46.65 $4,161 - $4,198	-90 Reduced 1.45%	6,136 $284,000
Q2 2023 Aug 11, 2023	SELL	$46.28 - $46.83 $101,121 - $102,323	-2,185 Reduced 25.98%	6,226 $288,000
Q1 2023 Apr 28, 2023	SELL	$46.1 - $46.75 $8,897 - $9,022	-193 Reduced 2.24%	8,411 $392,000
Q4 2022 Feb 13, 2023	SELL	$45.19 - $46.47 $11,568 - $11,896	-256 Reduced 2.89%	8,604 $396,000
Q3 2022 Nov 01, 2022	BUY	$45.55 - $47.51 $11,843 - $12,352	260 Added 3.02%	8,860 $408,000
Q2 2022 Aug 02, 2022	BUY	$46.22 - $47.82 $397,492 - $411,252	8,600 New	8,600 $403,000

Others Institutions Holding DFSD

# of Institutions

260

Shares Held

49.1M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Dimensional ETF Tr Short Durat Transaction History