DIMENSIONAL FUND ADVISORS LP 13D and 13G filings for Avantax, Inc.:
- Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
- Shares have been adjusted for stock splits.
| Reported DateTime |
Transaction Date |
Type | Company Symbol |
Filed By Symbol |
Shares Owned % Owned |
Shares Vs. Prev Report | View |
| 2023-02-10 2:42 pm Sale |
2023-02-14 | 13G | Avantax, Inc. AVTA |
DIMENSIONAL FUND ADVISORS LP | 1,790,162 3.700% |
-865,694 (-32.60%) |
Filing |
| 2022-02-08 3:52 pm Sale |
2022-02-14 | 13G | Avantax, Inc. AVTA |
DIMENSIONAL FUND ADVISORS LP | 2,655,856 5.500% |
-701,865 (-20.90%) |
Filing |
| 2021-02-12 3:55 pm Sale |
2021-02-16 | 13G | Avantax, Inc. AVTA |
DIMENSIONAL FUND ADVISORS LP | 3,357,721 7.000% |
-16,931 (-0.50%) |
Filing |