Avantax Planning Partners’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.6M	Buy	428,597 +157,072	+58%	+$4.62M	0.4%	44
2025 Q1	$7.64M	Buy	271,525 +251,052	+1,226%	+$7.07M	0.27%	65
2024 Q4	$630K	Buy	+20,473	New	+$630K	0.02%	225