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 1,005,499 shares of DFAU stock, worth $41.7 Million. This represents 4.39% of its overall portfolio holdings.

Number of Shares
1,005,499
Previous 993,373 1.22%
Holding current value
$41.7 Million
Previous $37.2 Million 7.16%
% of portfolio
4.39%
Previous 4.41%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$35.8 - $39.69 $434,110 - $481,280
12,126 Added 1.22%
1,005,499 $39.9 Million
Q2 2024

Aug 02, 2024

SELL
$34.53 - $37.67 $684,833 - $747,109
-19,833 Reduced 1.96%
993,373 $37.2 Million
Q1 2024

May 06, 2024

BUY
$32.59 - $36.54 $104,059 - $116,672
3,193 Added 0.32%
1,013,206 $37 Million
Q4 2023

Feb 06, 2024

BUY
$28.58 - $33.37 $1.08 Million - $1.26 Million
37,639 Added 3.87%
1,010,013 $33.6 Million
Q3 2023

Nov 06, 2023

SELL
$29.79 - $32.13 $472,082 - $509,164
-15,847 Reduced 1.6%
972,374 $29.1 Million
Q2 2023

Aug 08, 2023

BUY
$28.25 - $30.99 $4.11 Million - $4.51 Million
145,440 Added 17.26%
988,221 $30.6 Million
Q1 2023

May 03, 2023

BUY
$26.87 - $29.65 $906,325 - $1 Million
33,730 Added 4.17%
842,781 $24.2 Million
Q4 2022

Feb 03, 2023

BUY
$25.24 - $28.83 $3.1 Million - $3.54 Million
122,845 Added 17.9%
809,051 $21.9 Million
Q3 2022

Nov 09, 2022

BUY
$25.15 - $30.14 $1.23 Million - $1.47 Million
48,819 Added 7.66%
686,206 $17.3 Million
Q2 2022

Aug 05, 2022

BUY
$25.69 - $31.79 $12.6 Million - $15.6 Million
491,031 Added 335.5%
637,387 $16.8 Million
Q1 2022

May 13, 2022

BUY
$29.18 - $33.24 $1.85 Million - $2.11 Million
63,493 Added 76.62%
146,356 $4.61 Million
Q4 2021

Feb 11, 2022

BUY
$30.17 - $33.15 $1.32 Million - $1.45 Million
43,686 Added 111.51%
82,863 $2.73 Million
Q3 2021

Nov 12, 2021

BUY
$29.64 - $31.67 $682,757 - $729,518
23,035 Added 142.7%
39,177 $1.18 Million
Q2 2021

Aug 13, 2021

BUY
$28.46 - $30.21 $459,401 - $487,649
16,142 New
16,142 $488,000

Others Institutions Holding DFAU

About DIMENSIONAL ETF TR


  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Aveo Capital Partners, LLC Portfolio

Follow Aveo Capital Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aveo Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aveo Capital Partners, LLC with notifications on news.