Number of Shares
271,525.00
Current Holdings Value*
$7.64 Mil
% of Portfolio
0.27%
Total Estimate Gain
$87,684.09
% of Total Estimate Gain
1.06%

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 $30.69, Avantax Planning Partners, Inc.'s estimated gain on his DFSV holdings is $87,684.09, reflecting a 1.06% gain to date.

Avantax Planning Partners, Inc. DFSV ($30.69) Holding Chart

Avantax Planning Partners, Inc. DFSV ($30.69) 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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