Avantax Planning Partners’s Dimensional US Equity ETF DFUS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.12M	Hold	15,830	–	–	0.03%	183
2025 Q4	$1.17M	Hold	15,830	–	–	0.03%	177
2025 Q3	$1.15M	Sell	15,830 -13,076	-45%	-$911K	0.03%	184
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%	+$743K	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	+$673K	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	+$708K	0.03%	164