Avantax Planning Partners, Inc. Dimensional ETF Tr Transaction History

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 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 82,569 shares of DFAX stock, worth $2.08 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
82,569
Previous 87,277 5.39%
Holding current value
$2.08 Million
Previous $2.22 Million 0.54%
% of portfolio
0.08%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$24.29 - $27.25 $114,357 - $128,293
-4,708 Reduced 5.39%
82,569 $2.23 Million
Q1 2024

May 02, 2024
BUY
$23.42 - $25.45 $1.66 Million - $1.8 Million
70,712 Added 426.88%
87,277 $2.22 Million
Q4 2023

Feb 09, 2024
BUY
$21.44 - $24.42 $58,488 - $66,617
2,728 Added 19.72%
16,565 $404,000
Q4 2022

Feb 09, 2023
BUY
$18.81 - $22.36 $260,273 - $309,395
13,837 New
13,837 $298,000

Others Institutions Holding DFAX

# of Institutions
513
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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