Avantax Advisory Services, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 35,159 shares of DFUV stock, worth $1.58 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
35,159
Previous 31,809
10.53%
Holding current value
$1.58 Million
Previous $1.31 Million
13.44%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding DFUV
# of Institutions
749Shares Held
278MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.62 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.43 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$752 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$649 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$372 Million0.51% of portfolio