A detailed history of Avantax Advisory Services, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 65,904 shares of DFUS stock, worth $4.27 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
65,904
Previous 64,041 2.91%
Holding current value
$4.27 Million
Previous $3.77 Million 8.78%
% of portfolio
0.03%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$56.04 - $62.2 $104,402 - $115,878
1,863 Added 2.91%
65,904 $4.1 Million
Q2 2024

Aug 09, 2024

BUY
$53.83 - $59.14 $1.37 Million - $1.51 Million
25,521 Added 66.25%
64,041 $3.77 Million
Q1 2024

May 08, 2024

BUY
$50.79 - $56.98 $451,675 - $506,723
8,893 Added 30.02%
38,520 $2.19 Million
Q4 2023

Feb 07, 2024

BUY
$44.51 - $52.0 $216,096 - $252,460
4,855 Added 19.6%
29,627 $1.54 Million
Q3 2023

Nov 07, 2023

SELL
$46.29 - $49.87 $108,596 - $116,995
-2,346 Reduced 8.65%
24,772 $1.15 Million
Q2 2023

Aug 11, 2023

BUY
$43.77 - $48.16 $88,459 - $97,331
2,021 Added 8.05%
27,118 $1.31 Million
Q1 2023

Apr 28, 2023

SELL
$41.24 - $45.43 $57,736 - $63,602
-1,400 Reduced 5.28%
25,097 $1.12 Million
Q4 2022

Feb 13, 2023

SELL
$38.86 - $44.32 $135,932 - $155,031
-3,498 Reduced 11.66%
26,497 $1.1 Million
Q3 2022

Nov 01, 2022

BUY
$38.82 - $46.57 $93,750 - $112,466
2,415 Added 8.76%
29,995 $1.16 Million
Q2 2022

Aug 02, 2022

BUY
$39.62 - $49.51 $248,575 - $310,625
6,274 Added 29.45%
27,580 $1.12 Million
Q1 2022

Apr 27, 2022

BUY
$45.16 - $52.01 $22,986 - $26,473
509 Added 2.45%
21,306 $1.05 Million
Q4 2021

Jan 24, 2022

BUY
$47.05 - $51.98 $342,994 - $378,934
7,290 Added 53.97%
20,797 $1.08 Million
Q3 2021

Oct 21, 2021

SELL
$46.48 - $49.7 $8,924 - $9,542
-192 Reduced 1.4%
13,507 $636,000
Q2 2021

Jul 29, 2021

BUY
$45.75 - $47.12 $626,729 - $645,496
13,699 New
13,699 $646,000

Others Institutions Holding DFUS

About DIMENSIONAL ETF TR U S EQUITY


  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

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.