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 15,833 shares of DUHP stock, worth $588,670. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15,833
Previous 15,831
0.01%
Holding current value
$588,670
Previous $524,000
7.44%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
464Shares Held
245MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.49 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.36 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$303 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$267 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$262 Million15.92% of portfolio