Aveo Capital Partners, LLC Dimensional ETF Tr Transaction History

Aveo Capital Partners, LLC

$856 Million
Q4 2024

A detailed history of Aveo Capital Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 65,063 shares of DFAI stock, worth $2.05 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

65,063

Previous 67,908 4.19%

Holding current value

$2.05 Million

Previous $2.16 Million 12.0%

% of portfolio

0.22%

Previous 0.24%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$29.0 - $31.6 $82,505 - $89,902	-2,845 Reduced 4.19%	65,063 $1.9 Million
Q3 2024 Nov 12, 2024	SELL	$28.69 - $32.06 $4,475 - $5,001	-156 Reduced 0.23%	67,908 $2.16 Million
Q1 2024 May 06, 2024	SELL	$27.74 - $30.27 $74,010 - $80,760	-2,668 Reduced 3.77%	68,064 $2.06 Million
Q4 2023 Feb 06, 2024	BUY	$24.88 - $28.69 $218,371 - $251,812	8,777 Added 14.17%	70,732 $2.03 Million
Q3 2023 Nov 06, 2023	SELL	$26.0 - $28.17 $230,282 - $249,501	-8,857 Reduced 12.51%	61,955 $1.62 Million
Q2 2023 Aug 08, 2023	SELL	$26.46 - $28.05 $448,126 - $475,054	-16,936 Reduced 19.3%	70,812 $1.93 Million
Q1 2023 May 03, 2023	SELL	$25.21 - $27.45 $42,504 - $46,280	-1,686 Reduced 1.89%	87,748 $2.36 Million
Q4 2022 Feb 03, 2023	BUY	$21.47 - $25.85 $734,209 - $883,992	34,197 Added 61.91%	89,434 $2.24 Million
Q3 2022 Nov 09, 2022	SELL	$21.44 - $25.78 $488,424 - $587,294	-22,781 Reduced 29.2%	55,237 $1.19 Million
Q2 2022 Aug 05, 2022	BUY	$23.87 - $28.49 $365,306 - $436,010	15,304 Added 24.4%	78,018 $1.88 Million
Q1 2022 May 13, 2022	BUY	$25.94 - $30.08 $1.15 Million - $1.33 Million	44,202 Added 238.77%	62,714 $1.77 Million
Q4 2021 Feb 11, 2022	BUY	$28.27 - $30.4 $285,046 - $306,523	10,083 Added 119.62%	18,512 $547,000
Q3 2021 Nov 12, 2021	BUY	$28.39 - $30.41 $239,299 - $256,325	8,429 New	8,429 $244,000

Others Institutions Holding DFAI

# of Institutions

601

Shares Held

229M

Call Options Held

3.7K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

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Aveo Capital Partners, LLC Dimensional ETF Tr Transaction History