Avantax Advisory Services, Inc. Dimensional ETF Tr Dimensional Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 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 1,888,085 shares of DFSV stock, worth $59.3 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
1,888,085
Previous 2,122,497
11.04%
Holding current value
$59.3 Million
Previous $59.7 Million
7.0%
% of portfolio
0.32%
Previous 0.37%
Shares
9 transactions
Others Institutions Holding DFSV
# of Institutions
496Shares Held
140MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$204 Million2.11% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio