Avantax Planning Partners, Inc. Dimensional ETF Tr Transaction History

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 492,014 shares of DFAE stock, worth $16 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
492,014
Previous 506,684 2.9%
Holding current value
$16 Million
Previous $14.7 Million 5.76%
% of portfolio
0.45%
Previous 0.47%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$28.84 - $31.84 $423,082 - $467,092
-14,670 Reduced 2.9%
492,014 $15.5 Million
Q2 2025

Aug 11, 2025
BUY
$22.87 - $28.95 $5.09 Million - $6.44 Million
222,481 Added 78.28%
506,684 $14.7 Million
Q1 2025

Apr 28, 2025
BUY
$24.64 - $26.86 $6.06 Million - $6.61 Million
245,930 Added 642.57%
284,203 $7.36 Million
Q4 2024

Feb 07, 2025
BUY
$25.36 - $28.15 $970,603 - $1.08 Million
38,273 New
38,273 $970,000

Others Institutions Holding DFAE

# of Institutions
635
Shares Held
186M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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