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

Avantax Advisory Services, Inc.

  • $13.8 Billion
  • Q2 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 11,628 shares of DFSD stock, worth $555,818. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,628
Previous 5,673 104.97%
Holding current value
$555,818
Previous $266,000 105.26%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
251
Shares Held
42.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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