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

Avantax Planning Partners, Inc.

$2.81 Billion
Q1 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 37,536 shares of DFUV stock, worth $1.63 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

37,536

Previous 36,572 2.64%

Holding current value

$1.63 Million

Previous $1.5 Million 3.34%

% of portfolio

0.06%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

739

Shares Held

276M

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