Dimensional Fund Advisors
AVTA

Dimensional Fund Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

Dimensional Fund Advisors’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,436,832
Closed -$36.8M – 3488
2023
Q3 		$36.8M Sell
1,436,832
-209,083
-13% -$4.96M 0.01% 1543
2023
Q2 		$36.8M Sell
1,645,915
-130,983
-7% -$3.09M 0.01% 1573
2023
Q1 		$46.8M Sell
1,776,898
-13,264
-0.7% -$360K 0.02% 1375
2022
Q4 		$45.7K Sell
1,790,162
-285,807
-14% -$6.55M 0.01% 1373
2022
Q3 		$40.1M Sell
2,075,969
-202,394
-9% -$4.07M 0.02% 1403
2022
Q2 		$42.1M Sell
2,278,363
-128,127
-5% -$2.33M 0.02% 1418
2022
Q1 		$47M Sell
2,406,490
-249,366
-9% -$4.52M 0.01% 1456
2021
Q4 		$46M Sell
2,655,856
-446,601
-14% -$7.58M 0.01% 1470
2021
Q3 		$48.4M Sell
3,102,457
-155,805
-5% -$2.52M 0.02% 1434
2021
Q2 		$56.4M Sell
3,258,262
-31,593
-1% -$519K 0.02% 1341
2021
Q1 		$54.7M Sell
3,289,855
-67,866
-2% -$1.14M 0.02% 1372
2020
Q4 		$53.4M Sell
3,357,721
-8,815
-0.3% -$108K 0.02% 1311
2020
Q3 		$31.7M Sell
3,366,536
-200
-0% -$2.21K 0.01% 1561
2020
Q2 		$38.4M Sell
3,366,736
-7,916
-0.2% -$99.4K 0.02% 1422
2020
Q1 		$40.7M Hold
3,374,652
– – 0.02% 1205
2019
Q4 		$88.2M Sell
3,374,652
-38,835
-1% -$870K 0.03% 838
2019
Q3 		$73.9M Sell
3,413,487
-11,930
-0.3% -$301K 0.03% 972
2019
Q2 		$104M Sell
3,425,417
-5,818
-0.2% -$191K 0.04% 639
2019
Q1 		$115M Sell
3,431,235
-12,061
-0.4% -$351K 0.05% 559
2018
Q4 		$91.7M Hold
3,443,296
– – 0.04% 613
2018
Q3 		$139M Sell
3,443,296
-37,802
-1% -$1.38M 0.05% 456
2018
Q2 		$129M Sell
3,481,098
-45,693
-1% -$1.47M 0.05% 476
2018
Q1 		$86.8M Hold
3,526,791
– – 0.04% 728
2017
Q4 		$77.9M Hold
3,526,791
– – 0.03% 829
2017
Q3 		$89.2M Sell
3,526,791
-612
-0% -$13.9K 0.04% 671
2017
Q2 		$74.8M Hold
3,527,403
– – 0.03% 772
2017
Q1 		$61M Sell
3,527,403
-7,426
-0.2% -$116K 0.03% 943
2016
Q4 		$52.1M Buy
3,534,829
+11,561
+0.3% +$156K 0.03% 1069
2016
Q3 		$39.5M Buy
3,523,268
+42,678
+1% +$474K 0.02% 1294
2016
Q2 		$36.1M Buy
3,480,590
+6,384
+0.2% +$50.2K 0.02% 1318
2016
Q1 		$17.9M Buy
3,474,206
+88,826
+3% +$625K 0.01% 1887
2015
Q4 		$33.2M Sell
3,385,380
-88,072
-3% -$972K 0.02% 1294
2015
Q3 		$47.8M Sell
3,473,452
-2,005
-0.1% -$28.7K 0.03% 842
2015
Q2 		$56.1M Sell
3,475,457
-2,723
-0.1% -$41.9K 0.03% 750
2015
Q1 		$47.5M Buy
3,478,180
+95,293
+3% +$1.33M 0.03% 880
2014
Q4 		$46.9M Buy
3,382,887
+68,951
+2% +$1.01M 0.03% 826
2014
Q3 		$50.5M Sell
3,313,936
-2,813
-0.1% -$46.5K 0.04% 663
2014
Q2 		$62.6M Buy
3,316,749
+50,178
+2% +$945K 0.04% 545
2014
Q1 		$64.3M Buy
3,266,571
+137,828
+4% +$3.19M 0.05% 485
2013
Q4 		$91.2M Buy
3,128,743
+57,352
+2% +$1.55M 0.07% 299
2013
Q3 		$70.6M Buy
3,071,391
+65,956
+2% +$1.37M 0.06% 357
2013
Q2 		$55.7M Buy
+3,005,435
New +$51.1M 0.05% 430

Other funds holding AVTA

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Dimensional Fund Advisors's AVTA Position: Q4 2023 in Review

Dimensional Fund Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 1,436,832 shares — an estimated $36.8M sold.

Dimensional Fund Advisors first reported a position in AVTA in Q2 2013 and held it in 42 quarters. The position peaked at $139M in Q3 2018. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • Dimensional Fund Advisors reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Dimensional Fund Advisors sold 1,436,832 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $36.8M.
  • Dimensional Fund Advisors first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 42 quarters.
  • Dimensional Fund Advisors's Avantax, Inc. Common Stock position peaked at $139M in Q3 2018.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Dimensional Fund Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.