Avantax Planning Partners, Inc. Dimensional ETF Tr Dimensional Transaction History

Avantax Planning Partners, Inc.

$3.45 Billion
Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 420,357 shares of DFSV stock, worth $13.2 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

420,357

Previous 428,597 1.92%

Holding current value

$13.2 Million

Previous $12.6 Million 6.11%

% of portfolio

0.39%

Previous 0.41%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$29.2 - $32.74 $240,608 - $269,777	-8,240 Reduced 1.92%	420,357 $13.4 Million
Q2 2025 Aug 11, 2025	BUY	$24.21 - $29.47 $3.8 Million - $4.63 Million	157,072 Added 57.85%	428,597 $12.6 Million
Q1 2025 Apr 28, 2025	BUY	$27.56 - $32.1 $6.92 Million - $8.06 Million	251,052 Added 1226.26%	271,525 $7.64 Million
Q4 2024 Feb 07, 2025	BUY	$30.18 - $33.87 $617,875 - $693,420	20,473 New	20,473 $630,000

Others Institutions Holding DFSV

# of Institutions

495

Shares Held

140M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Avantax Planning Partners, Inc. Dimensional ETF Tr Dimensional Transaction History