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 28,906 shares of DFUS stock, worth $1.87 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
28,906
Previous 28,906 -0.0%
Holding current value
$1.87 Million
Previous $1.7 Million 5.64%
% of portfolio
0.06%
Previous 0.05%

Shares

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

About DIMENSIONAL ETF TR U S EQUITY


  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
Track This Portfolio

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.