Avantax Planning Partners, Inc. Dimensional ETF Tr U S Small C Transaction History

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 5,104 shares of DFAS stock, worth $342,631. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,104
Previous 5,104 -0.0%
Holding current value
$342,631
Previous $306,000 8.17%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$56.66 - $62.34 $74,394 - $81,852
1,313 Added 34.63%
5,104 $318,000
Q4 2023

Feb 09, 2024
BUY
$48.83 - $60.51 $185,114 - $229,393
3,791 New
3,791 $226,000
Q2 2023

Jul 17, 2023
BUY
$49.85 - $54.8 $188,981 - $207,746
3,791 New
3,791 $207,000
Q1 2022

May 09, 2022
SELL
$53.45 - $60.82 $202,628 - $230,568
-3,791 Closed
0 $0
Q2 2021

Aug 10, 2021
BUY
$56.37 - $58.95 $213,698 - $223,479
3,791 New
3,791 $221,000

Others Institutions Holding DFAS

# of Institutions
719
Shares Held
111M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
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