Aveo Capital Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History
Aveo Capital Partners, LLC
- $856 Million
- Q4 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 33,585 shares of DFCF stock, worth $1.4 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
33,585
Previous 34,262
1.98%
Holding current value
$1.4 Million
Previous $1.48 Million
6.09%
% of portfolio
0.16%
Previous 0.16%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
371Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$480 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$462 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio