Avantax Advisory Services, Inc. Dimensional ETF Tr Transaction History
Avantax Advisory Services, Inc.
- $15.6 Billion
- Q4 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 5,282 shares of DFAU stock, worth $219,625. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,282Holding current value
$219,625% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
445Shares Held
2.17BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.4 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.24 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$206 Million1.73% of portfolio
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Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
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Modera Wealth Management, LLC3.64MShares$151 Million1.81% of portfolio