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

Avantax Planning Partners, Inc.

$3.45 Billion
Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 21,142 shares of DFUV stock, worth $952,235. This represents 0.03% of its overall portfolio holdings.

Number of Shares

21,142

Previous 36,737 42.45%

Holding current value

$952,235

Previous $1.55 Million 39.21%

% of portfolio

0.03%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$41.91 - $44.87 $653,586 - $699,747	-15,595 Reduced 42.45%	21,142 $944,000
Q2 2025 Aug 11, 2025	SELL	$36.25 - $42.28 $28,963 - $33,781	-799 Reduced 2.13%	36,737 $1.55 Million
Q1 2025 Apr 28, 2025	BUY	$39.96 - $43.3 $38,521 - $41,741	964 Added 2.64%	37,536 $1.55 Million
Q3 2024 Nov 13, 2024	SELL	$38.51 - $41.69 $15,596 - $16,884	-405 Reduced 1.1%	36,572 $1.52 Million
Q2 2024 Aug 09, 2024	SELL	$38.53 - $40.76 $89,196 - $94,359	-2,315 Reduced 5.89%	36,977 $1.45 Million

Q1 2024 May 02, 2024	BUY	$36.22 - $40.9 $592,124 - $668,633	16,348 Added 71.25%	39,292 $1.61 Million
Q3 2023 Nov 03, 2023	BUY	$33.83 - $36.19 $175,205 - $187,428	5,179 Added 29.15%	22,944 $780,000
Q2 2023 Jul 17, 2023	SELL	$32.32 - $34.5 $3,555 - $3,795	-110 Reduced 0.62%	17,765 $612,000
Q2 2022 Jul 18, 2022	BUY	$30.92 - $35.31 $552,695 - $631,166	17,875 New	17,875 $565,000

Others Institutions Holding DFUV

# of Institutions

768

Shares Held

246M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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