Avantax Planning Partners’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Hold |
28,906
| – | – | 0.06% | 137 |
|
|
2025
Q1 | $1.75M | Hold |
28,906
| – | – | 0.06% | 139 |
|
|
2024
Q4 | $1.84M | Hold |
28,906
| – | – | 0.07% | 130 |
|
|
2024
Q3 | $1.8M | Hold |
28,906
| – | – | 0.06% | 133 |
|
|
2024
Q2 | $1.7M | Hold |
28,906
| – | – | 0.05% | 154 |
|
|
2024
Q1 | $1.65M | Buy |
28,906
+13,724
| +90% | +$782K | 0.05% | 165 |
|
|
2023
Q4 | $787K | Hold |
15,182
| – | – | 0.03% | 190 |
|
|
2023
Q3 | $707K | Hold |
15,182
| – | – | 0.03% | 192 |
|
|
2023
Q2 | $731K | Hold |
15,182
| – | – | 0.03% | 198 |
|
|
2023
Q1 | $675K | Hold |
15,182
| – | – | 0.03% | 209 |
|
|
2022
Q4 | $632K | Hold |
15,182
| – | – | 0.03% | 216 |
|
|
2022
Q3 | $589K | Hold |
15,182
| – | – | 0.03% | 206 |
|
|
2022
Q2 | $619K | Buy |
+15,182
| New | +$619K | 0.03% | 198 |
|
|
2022
Q1 | – | Sell |
-15,182
| Closed | -$785K | – | 364 |
|
|
2021
Q4 | $785K | Hold |
15,182
| – | – | 0.03% | 179 |
|
|
2021
Q3 | $716K | Hold |
15,182
| – | – | 0.03% | 170 |
|
|
2021
Q2 | $715K | Buy |
+15,182
| New | +$715K | 0.03% | 164 |
|