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 $61.2 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
$61.2 Million
Previous $59.7 Million
7.0%
% of portfolio
0.32%
Previous 0.37%
Shares
9 transactions
Others Institutions Holding DFSV
# of Institutions
477Shares Held
129MCall Options Held
0Put Options Held
0-
Savant Capital, LLC11.8MShares$382 Million2.26% of portfolio
-
Mather Group, Llc. Chicago, IL6.46MShares$210 Million2.05% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.82MShares$189 Million0.22% of portfolio
-
Jmg Financial Group, Ltd.5.43MShares$176 Million5.05% of portfolio
-
Ritholtz Wealth Management3.21MShares$104 Million2.12% of portfolio