Avantax Advisory Services, Inc. Dimensional ETF Tr Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

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 54,980 shares of DFIV stock, worth $2.63 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

54,980

Previous 41,469 32.58%

Holding current value

$2.63 Million

Previous $1.63 Million 44.24%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$34.67 - $43.21 $468,426 - $583,810	13,511 Added 32.58%	54,980 $2.35 Million
Q1 2025 May 06, 2025	BUY	$35.33 - $40.77 $500,590 - $577,670	14,169 Added 51.9%	41,469 $1.63 Million
Q4 2024 Feb 07, 2025	SELL	$34.86 - $37.97 $75,646 - $82,394	-2,170 Reduced 7.36%	27,300 $968,000
Q3 2024 Nov 13, 2024	BUY	$34.66 - $38.38 $37,606 - $41,642	1,085 Added 3.82%	29,470 $1.12 Million
Q2 2024 Aug 09, 2024	SELL	$35.5 - $38.02 $291,206 - $311,878	-8,203 Reduced 22.42%	28,385 $1.02 Million

Q1 2024 May 08, 2024	SELL	$33.15 - $36.75 $426,474 - $472,788	-12,865 Reduced 26.01%	36,588 $1.34 Million
Q4 2023 Feb 07, 2024	BUY	$30.86 - $34.46 $460,431 - $514,143	14,920 Added 43.21%	49,453 $1.7 Million
Q3 2023 Nov 07, 2023	BUY	$32.1 - $34.42 $8,988 - $9,637	280 Added 0.82%	34,533 $1.13 Million
Q2 2023 Aug 11, 2023	SELL	$31.45 - $33.77 $1.73 Million - $1.85 Million	-54,895 Reduced 61.58%	34,253 $1.13 Million
Q1 2023 Apr 28, 2023	SELL	$30.43 - $33.38 $7.47 Million - $8.19 Million	-245,405 Reduced 73.35%	89,148 $2.87 Million
Q4 2022 Feb 13, 2023	SELL	$25.88 - $31.1 $440,607 - $529,477	-17,025 Reduced 4.84%	334,553 $10.2 Million
Q3 2022 Nov 01, 2022	BUY	$25.71 - $30.57 $301,321 - $358,280	11,720 Added 3.45%	351,578 $9.06 Million
Q2 2022 Aug 02, 2022	BUY	$28.66 - $33.84 $2.52 Million - $2.98 Million	88,014 Added 34.95%	339,858 $9.82 Million
Q1 2022 Apr 27, 2022	BUY	$30.75 - $35.49 $7.43 Million - $8.57 Million	241,607 Added 2360.13%	251,844 $8.44 Million
Q4 2021 Jan 24, 2022	SELL	$31.61 - $34.21 $15,394 - $16,660	-487 Reduced 4.54%	10,237 $336,000
Q3 2021 Oct 21, 2021	BUY	$32.25 - $33.65 $345,849 - $360,862	10,724 New	10,724 $354,000

Others Institutions Holding DFIV

# of Institutions

793

Shares Held

258M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Dimensional ETF Tr Transaction History