Avantax Planning Partners, Inc. Dimensional ETF Tr U S Small C Transaction History

Avantax Planning Partners, Inc.

$3.45 Billion
Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 4,425 shares of DFAS stock, worth $296,873. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,425

Previous 5,104 13.3%

Holding current value

$296,873

Previous $325,000 7.08%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$63.41 - $69.69 $43,055 - $47,319	-679 Reduced 13.3%	4,425 $302,000
Q1 2024 May 02, 2024	BUY	$56.66 - $62.34 $74,394 - $81,852	1,313 Added 34.63%	5,104 $318,000
Q4 2023 Feb 09, 2024	BUY	$48.83 - $60.51 $185,114 - $229,393	3,791 New	3,791 $226,000
Q2 2023 Jul 17, 2023	BUY	$49.85 - $54.8 $188,981 - $207,746	3,791 New	3,791 $207,000
Q1 2022 May 09, 2022	SELL	$53.45 - $60.82 $202,628 - $230,568	-3,791 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$56.37 - $58.95 $213,698 - $223,479	3,791 New	3,791 $221,000

Others Institutions Holding DFAS

# of Institutions

859

Shares Held

134M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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Avantax Planning Partners, Inc. Dimensional ETF Tr U S Small C Transaction History