Avant Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Avant Financial Advisors LLC

$139 Billion
Q4 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 314,848 shares of DFSV stock, worth $9.89 Million. This represents 7.44% of its overall portfolio holdings.

Number of Shares

314,848

Previous 326,860 3.67%

Holding current value

$9.89 Million

Previous $10.4 Billion 0.5%

% of portfolio

7.44%

Previous 7.84%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	SELL	$30.55 - $32.35 $366,966 - $388,588	-12,012 Reduced 3.67%	314,848 $10.4 Billion
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

497

Shares Held

140M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

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.

Account

Avant Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History