Avantax Advisory Services, Inc. Dimensional ETF Tr Short Durat Transaction History
Avantax Advisory Services, Inc.
- $16 Billion
- Q1 2025
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 16,247 shares of DFSD stock, worth $775,306. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,247
Previous 17,410
6.68%
Holding current value
$775,306
Previous $816,000
5.39%
% of portfolio
0.0%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding DFSD
# of Institutions
353Shares Held
68MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$166 Million2.69% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$139 Million1.73% of portfolio
-
Apella Capital, LLC2.69MShares$129 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio