Avantax Planning Partners, Inc. Dimensional ETF Tr U S Core Eq Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 572,251 shares of DFAC stock, worth $19.7 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

572,251

Previous 579,863 1.31%

Holding current value

$19.7 Million

Previous $19.9 Million 0.42%

% of portfolio

0.72%

Previous 0.72%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$33.92 - $36.6 $258,199 - $278,599	-7,612 Reduced 1.31%	572,251 $19.8 Million
Q3 2024 Nov 13, 2024	SELL	$31.05 - $34.29 $42,538 - $46,977	-1,370 Reduced 0.24%	579,863 $19.9 Million
Q2 2024 Aug 09, 2024	SELL	$30.09 - $32.37 $38,936 - $41,886	-1,294 Reduced 0.22%	581,233 $18.7 Million
Q1 2024 May 02, 2024	BUY	$28.62 - $31.95 $16.7 Million - $18.6 Million	582,527 New	582,527 $18.6 Million

Others Institutions Holding DFAC

# of Institutions

1,056

Shares Held

797M

Call Options Held

40K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Avantax Planning Partners, Inc. Dimensional ETF Tr U S Core Eq Transaction History