Avantax Planning Partners, Inc. Dimensional ETF Tr Transaction History

Avantax Planning Partners, Inc.

  • $2.81 Billion
  • Q1 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 284,203 shares of DFAE stock, worth $8.46 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
284,203
Previous 38,273 642.57%
Holding current value
$8.46 Million
Previous $970,000 658.56%
% of portfolio
0.26%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$24.64 - $26.86 $6.06 Million - $6.61 Million
245,930 Added 642.57%
284,203 $7.36 Million
Q4 2024

Feb 07, 2025
BUY
$25.36 - $28.15 $970,603 - $1.08 Million
38,273 New
38,273 $970,000

Others Institutions Holding DFAE

# of Institutions
580
Shares Held
166M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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