Avantax Advisory Services, Inc. Dimensional ETF Tr U S Target Transaction History
Avantax Advisory Services, Inc.
- $15.6 Billion
- Q4 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 47,553 shares of DFAT stock, worth $2.71 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
47,553
Previous 44,931
5.84%
Holding current value
$2.71 Million
Previous $2.5 Million
5.88%
% of portfolio
0.02%
Previous 0.02%
Shares
15 transactions
Others Institutions Holding DFAT
# of Institutions
743Shares Held
166MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$802 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$709 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.81MShares$502 Million9.88% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$410 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$292 Million2.33% of portfolio