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

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 1,513,720 shares of DFSV stock, worth $50.4 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

1,513,720

Previous 1,011,655 49.63%

Holding current value

$50.4 Million

Previous $29.1 Million 60.13%

% of portfolio

0.31%

Previous 0.21%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$28.25 - $31.7 $14.2 Million - $15.9 Million	502,065 Added 49.63%	1,513,720 $46.6 Million
Q2 2024 Aug 09, 2024	BUY	$27.81 - $30.13 $19.2 Million - $20.8 Million	690,381 Added 214.89%	1,011,655 $29.1 Million
Q1 2024 May 08, 2024	BUY	$27.45 - $30.1 $6.42 Million - $7.04 Million	233,958 Added 267.94%	321,274 $9.67 Million
Q4 2023 Feb 07, 2024	BUY	$23.61 - $29.53 $1.84 Million - $2.3 Million	77,735 Added 811.35%	87,316 $2.54 Million
Q3 2023 Nov 07, 2023	BUY	$24.97 - $27.69 $239,237 - $265,297	9,581 New	9,581 $242,000
Q1 2023 Apr 28, 2023	BUY	$23.74 - $28.31 $320,228 - $381,873	13,489 New	13,489 $336,000

Others Institutions Holding DFSV

# of Institutions

340

Shares Held

95.2M

Call Options Held

10.1K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

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