Avantax Advisory Services, Inc. Dimensional ETF Tr Dimensional Transaction History
Avantax Advisory Services, Inc.
- $16 Billion
- Q1 2025
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 2,122,497 shares of DFSV stock, worth $59.8 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
2,122,497
Previous 1,821,899
16.5%
Holding current value
$59.8 Million
Previous $56.1 Million
6.54%
% of portfolio
0.37%
Previous 0.36%
Shares
8 transactions
Others Institutions Holding DFSV
# of Institutions
438Shares Held
120MCall Options Held
10.7KPut Options Held
5.5K-
Savant Capital, LLC9.38MShares$264 Million2.0% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$215 Million2.99% of portfolio
-
Jmg Financial Group, Ltd.5.82MShares$164 Million5.77% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.05MShares$142 Million0.24% of portfolio
-
Mather Group, Llc. Chicago, IL5.01MShares$141 Million1.64% of portfolio