Avantax Planning Partners, Inc. DFSV Holdings History
Avantax Planning Partners, Inc.'s Dimensional US Small Cap Value ETF Holding Summary
As of 2025-03-31, Avantax Planning Partners, Inc. held 271,525.00 shares of Dimensional US Small Cap Value ETF(DFSV), totaling $7.64 Mil. This investment constitutes 0.27% of their stock portfolio, and Avantax Planning Partners, Inc. now holds 0.17% of the outstanding Dimensional US Small Cap Value ETF(DFSV) stock.
The initial trade took place in 2024Q4. And since then Avantax Planning Partners, Inc. has made 2 purchases of DFSV, at an average price of $30.37, for a total of 271,525.00 shares. Based on historical transaction data and DFSV's current price of $31.17, Avantax Planning Partners, Inc.'s estimated gain on his DFSV holdings is $218,016.09, reflecting a 2.64% gain to date.
Avantax Planning Partners, Inc. DFSV ($31.17) Holding Chart
Avantax Planning Partners, Inc. DFSV ($31.17) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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