Avantax Advisory Services, Inc. Dimensional ETF Tr U S Equity Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 75,052 shares of DFUS stock, worth $5.47 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

75,052

Previous 76,791 2.26%

Holding current value

$5.47 Million

Previous $4.64 Million 8.29%

% of portfolio

0.03%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$53.65 - $67.02 $93,297 - $116,547	-1,739 Reduced 2.26%	75,052 $5.03 Million
Q1 2025 May 06, 2025	BUY	$59.61 - $66.71 $415,600 - $465,102	6,972 Added 9.99%	76,791 $4.64 Million
Q4 2024 Feb 07, 2025	BUY	$61.52 - $66.5 $240,850 - $260,347	3,915 Added 5.94%	69,819 $4.45 Million
Q3 2024 Nov 13, 2024	BUY	$56.04 - $62.2 $104,402 - $115,878	1,863 Added 2.91%	65,904 $4.1 Million
Q2 2024 Aug 09, 2024	BUY	$53.83 - $59.14 $1.37 Million - $1.51 Million	25,521 Added 66.25%	64,041 $3.77 Million

Q1 2024 May 08, 2024	BUY	$50.79 - $56.98 $451,675 - $506,723	8,893 Added 30.02%	38,520 $2.19 Million
Q4 2023 Feb 07, 2024	BUY	$44.51 - $52.0 $216,096 - $252,460	4,855 Added 19.6%	29,627 $1.54 Million
Q3 2023 Nov 07, 2023	SELL	$46.29 - $49.87 $108,596 - $116,995	-2,346 Reduced 8.65%	24,772 $1.15 Million
Q2 2023 Aug 11, 2023	BUY	$43.77 - $48.16 $88,459 - $97,331	2,021 Added 8.05%	27,118 $1.31 Million
Q1 2023 Apr 28, 2023	SELL	$41.24 - $45.43 $57,736 - $63,602	-1,400 Reduced 5.28%	25,097 $1.12 Million
Q4 2022 Feb 13, 2023	SELL	$38.86 - $44.32 $135,932 - $155,031	-3,498 Reduced 11.66%	26,497 $1.1 Million
Q3 2022 Nov 01, 2022	BUY	$38.82 - $46.57 $93,750 - $112,466	2,415 Added 8.76%	29,995 $1.16 Million
Q2 2022 Aug 02, 2022	BUY	$39.62 - $49.51 $248,575 - $310,625	6,274 Added 29.45%	27,580 $1.12 Million
Q1 2022 Apr 27, 2022	BUY	$45.16 - $52.01 $22,986 - $26,473	509 Added 2.45%	21,306 $1.05 Million
Q4 2021 Jan 24, 2022	BUY	$47.05 - $51.98 $342,994 - $378,934	7,290 Added 53.97%	20,797 $1.08 Million
Q3 2021 Oct 21, 2021	SELL	$46.48 - $49.7 $8,924 - $9,542	-192 Reduced 1.4%	13,507 $636,000
Q2 2021 Jul 29, 2021	BUY	$45.75 - $47.12 $626,729 - $645,496	13,699 New	13,699 $646,000

Others Institutions Holding DFUS

# of Institutions

834

Shares Held

203M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
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Avantax Advisory Services, Inc. Dimensional ETF Tr U S Equity Transaction History