Aveo Capital Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History
Aveo Capital Partners, LLC
- $910 Million
- Q3 2024
A detailed history of Aveo Capital Partners, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 34,262 shares of DFCF stock, worth $1.4 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
34,262
Previous 40,752
15.93%
Holding current value
$1.4 Million
Previous $1.69 Million
12.59%
% of portfolio
0.16%
Previous 0.2%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
334Shares Held
89MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$428 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$118 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$109 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$99.2 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85 Million12.12% of portfolio