Avantax Planning Partners, Inc. Dimensional ETF Tr Transaction History
Avantax Planning Partners, Inc.
- $2.76 Billion
- Q4 2024
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 38,273 shares of DFAE stock, worth $1.02 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
38,273Holding current value
$1.02 Million% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding DFAE
# of Institutions
536Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$414 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$338 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$238 Million2.96% of portfolio
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Ubs Group Ag5.28MShares$141 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$122 Million0.01% of portfolio