Avant Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Avant Financial Advisors LLC

  • $133 Billion
  • Q3 2025

A detailed history of Avant Financial Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Avant Financial Advisors LLC holds 326,860 shares of DFSV stock, worth $10.3 Million. This represents 7.84% of its overall portfolio holdings.

Number of Shares
326,860
Previous 311,396 4.97%
Holding current value
$10.3 Million
Previous $9.16 Billion 13.56%
% of portfolio
7.84%
Previous 7.55%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$29.2 - $32.74 $451,548 - $506,291
15,464 Added 4.97%
326,860 $10.4 Billion
Q2 2025

Aug 04, 2025
BUY
$24.21 - $29.47 $1.05 Million - $1.28 Million
43,551 Added 16.26%
311,396 $9.16 Billion
Q1 2025

May 13, 2025
BUY
$27.56 - $32.1 $250,410 - $291,660
9,086 Added 3.51%
267,845 $7.54 Billion
Q4 2024

Mar 24, 2025
BUY
$30.18 - $33.87 $7.81 Million - $8.76 Million
258,759 New
258,759 $7.96 Billion

Others Institutions Holding DFSV

# of Institutions
496
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Avant Financial Advisors LLC Portfolio

Follow Avant Financial Advisors LLC 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 Avant Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avant Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email