Avantax Advisory Services, Inc. Dimensional ETF Tr Short Durat Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 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 21,048 shares of DFSD stock, worth $1.02 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
21,048
Previous 16,247
29.55%
Holding current value
$1.02 Million
Previous $772,000
30.83%
% of portfolio
0.01%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding DFSD
# of Institutions
371Shares Held
76.1MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$164 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio