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

Avantax Planning Partners, Inc.

  • $3.11 Billion
  • Q2 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 428,597 shares of DFSV stock, worth $13.9 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
428,597
Previous 271,525 57.85%
Holding current value
$13.9 Million
Previous $7.64 Million 65.03%
% of portfolio
0.41%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
477
Shares Held
129M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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