Avantax Advisory Services, Inc. Dimensional ETF Tr Us Marketwi Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 35,159 shares of DFUV stock, worth $1.58 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

35,159

Previous 31,809 10.53%

Holding current value

$1.58 Million

Previous $1.31 Million 13.44%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$36.25 - $42.28 $121,437 - $141,638	3,350 Added 10.53%	35,159 $1.49 Million
Q1 2025 May 06, 2025	BUY	$39.96 - $43.3 $14,585 - $15,804	365 Added 1.16%	31,809 $1.31 Million
Q4 2024 Feb 07, 2025	BUY	$40.38 - $44.35 $3,270 - $3,592	81 Added 0.26%	31,444 $1.29 Million
Q3 2024 Nov 13, 2024	SELL	$38.51 - $41.69 $33,580 - $36,353	-872 Reduced 2.71%	31,363 $1.31 Million
Q2 2024 Aug 09, 2024	BUY	$38.53 - $40.76 $116,784 - $123,543	3,031 Added 10.38%	32,235 $1.27 Million

Q1 2024 May 08, 2024	SELL	$36.22 - $40.9 $2,970 - $3,353	-82 Reduced 0.28%	29,204 $1.19 Million
Q4 2023 Feb 07, 2024	BUY	$31.85 - $37.39 $40,067 - $47,036	1,258 Added 4.49%	29,286 $1.09 Million
Q3 2023 Nov 07, 2023	SELL	$33.83 - $36.19 $1,623 - $1,737	-48 Reduced 0.17%	28,028 $953,000
Q2 2023 Aug 11, 2023	SELL	$32.32 - $34.5 $33,451 - $35,707	-1,035 Reduced 3.56%	28,076 $968,000
Q1 2023 Apr 28, 2023	SELL	$31.9 - $35.83 $62,811 - $70,549	-1,969 Reduced 6.34%	29,111 $974,000
Q4 2022 Feb 13, 2023	BUY	$30.23 - $35.36 $1,904 - $2,227	63 Added 0.2%	31,080 $1.04 Million
Q3 2022 Nov 01, 2022	SELL	$29.6 - $34.78 $45,524 - $53,491	-1,538 Reduced 4.72%	31,017 $918,000
Q2 2022 Aug 02, 2022	BUY	$30.92 - $35.31 $1.01 Million - $1.15 Million	32,555 New	32,555 $1.03 Million

Others Institutions Holding DFUV

# of Institutions

767

Shares Held

246M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Dimensional ETF Tr Us Marketwi Transaction History