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

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

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 29,204 shares of DFUV stock, worth $1.14 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

29,204

Previous 29,286 0.28%

Holding current value

$1.14 Million

Previous $1.09 Million 9.54%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$36.22 - $40.9 $2,970 - $3,353	-82 Reduced 0.28%	29,204 $1.19 Million
Q4 2023 Feb 07, 2024	BUY	$31.85 - $37.39 $40,067 - $47,036	1,258 Added 4.49%	29,286 $1.09 Million
Q3 2023 Nov 07, 2023	SELL	$33.83 - $36.19 $1,623 - $1,737	-48 Reduced 0.17%	28,028 $953,000
Q2 2023 Aug 11, 2023	SELL	$32.32 - $34.5 $33,451 - $35,707	-1,035 Reduced 3.56%	28,076 $968,000
Q1 2023 Apr 28, 2023	SELL	$31.9 - $35.83 $62,811 - $70,549	-1,969 Reduced 6.34%	29,111 $974,000

Q4 2022 Feb 13, 2023	BUY	$33.0 - $35.36 $2,079 - $2,227	63 Added 0.2%	31,080 $1.04 Million
Q3 2022 Nov 01, 2022	SELL	$30.15 - $34.78 $46,370 - $53,491	-1,538 Reduced 4.72%	31,017 $918,000
Q2 2022 Aug 02, 2022	BUY	$30.92 - $35.31 $1.01 Million - $1.15 Million	32,555 New	32,555 $1.03 Million

Others Institutions Holding DFUV

# of Institutions

593

Shares Held

242M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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