Avantax Advisory Services, Inc. Dimensional ETF Tr Dimensional Transaction History
Avantax Advisory Services, Inc.
- $15.6 Billion
- Q4 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 1,821,899 shares of DFSV stock, worth $51.4 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
1,821,899
Previous 1,513,720
20.36%
Holding current value
$51.4 Million
Previous $46.6 Million
20.28%
% of portfolio
0.36%
Previous 0.31%
Shares
7 transactions
Others Institutions Holding DFSV
# of Institutions
416Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$227 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$215 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$154 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$118 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$112 Million0.19% of portfolio