Avantax Planning Partners, Inc. Dimensional ETF Tr U S Equity Transaction History
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 28,906 shares of DFUS stock, worth $1.87 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
28,906
Previous 28,906
-0.0%
Holding current value
$1.87 Million
Previous $1.7 Million
5.64%
% of portfolio
0.06%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
643Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$567 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$515 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$379 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$267 Million0.08% of portfolio