Avantax Planning Partners, Inc. Dimensional ETF Tr U S Small C Transaction History
Avantax Planning Partners, Inc.
- $3.1 Billion
- Q2 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 5,104 shares of DFAS stock, worth $326,911. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,104
Previous 5,104
-0.0%
Holding current value
$326,911
Previous $318,000
3.77%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
662Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$726 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$446 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$430 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$285 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$174 Million1.82% of portfolio