Avantax Planning Partners, Inc. Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 15,830 shares of DFUS stock, worth $1.17 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

15,830

Previous 28,906 45.24%

Holding current value

$1.17 Million

Previous $1.94 Million 40.84%

% of portfolio

0.03%

Previous 0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$67.01 - $72.84 $876,222 - $952,455	-13,076 Reduced 45.24%	15,830 $1.15 Million
Q1 2024 May 02, 2024	BUY	$50.79 - $56.98 $697,041 - $781,993	13,724 Added 90.4%	28,906 $1.65 Million
Q2 2022 Jul 18, 2022	BUY	$39.62 - $49.51 $601,510 - $751,660	15,182 New	15,182 $619,000
Q1 2022 May 09, 2022	SELL	$45.16 - $52.01 $685,619 - $789,615	-15,182 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$45.75 - $47.12 $694,576 - $715,375	15,182 New	15,182 $715,000

Others Institutions Holding DFUS

# of Institutions

832

Shares Held

204M

Call Options Held

3.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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