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 |