Avantax Advisory Services, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 170,197 shares of DFAC stock, worth $6.57 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
170,197
Previous 170,174
0.01%
Holding current value
$6.57 Million
Previous $5.61 Million
8.64%
% of portfolio
0.03%
Previous 0.04%
Shares
17 transactions
Others Institutions Holding DFAC
# of Institutions
1,176Shares Held
812MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio