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

Avantax Planning Partners, Inc.

  • $3.08 Billion
  • Q1 2024

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 39,292 shares of DFUV stock, worth $1.54 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
39,292
Previous 22,944 71.25%
Holding current value
$1.54 Million
Previous $853,000 88.39%
% of portfolio
0.05%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
592
Shares Held
242M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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