Aveo Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Aveo Capital Partners, LLC

  • $856 Million
  • Q4 2024

A detailed history of Aveo Capital Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 186,819 shares of DFSV stock, worth $5.81 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
186,819
Previous 198,999 6.12%
Holding current value
$5.81 Million
Previous $6.13 Million 6.18%
% of portfolio
0.67%
Previous 0.67%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$30.18 - $33.87 $367,592 - $412,536
-12,180 Reduced 6.12%
186,819 $5.75 Million
Q3 2024

Nov 12, 2024
BUY
$28.25 - $31.7 $172,974 - $194,099
6,123 Added 3.17%
198,999 $6.13 Million
Q2 2024

Aug 02, 2024
SELL
$27.81 - $30.13 $50,197 - $54,384
-1,805 Reduced 0.93%
192,876 $5.55 Million
Q1 2024

May 06, 2024
BUY
$27.45 - $30.1 $17,705 - $19,414
645 Added 0.33%
194,681 $5.86 Million
Q4 2023

Feb 06, 2024
SELL
$23.61 - $29.53 $752,190 - $940,796
-31,859 Reduced 14.1%
194,036 $5.65 Million
Q3 2023

Nov 06, 2023
SELL
$24.97 - $27.69 $92,988 - $103,117
-3,724 Reduced 1.62%
225,895 $5.72 Million
Q2 2023

Aug 08, 2023
SELL
$23.17 - $25.7 $7.99 Million - $8.86 Million
-344,840 Reduced 60.03%
229,619 $5.9 Million
Q1 2023

May 03, 2023
BUY
$23.74 - $28.31 $1.44 Million - $1.71 Million
60,547 Added 11.78%
574,459 $14.3 Million
Q4 2022

Feb 03, 2023
BUY
$22.47 - $26.46 $4.7 Million - $5.53 Million
209,149 Added 68.63%
513,912 $12.7 Million
Q3 2022

Nov 09, 2022
BUY
$21.77 - $26.17 $914,296 - $1.1 Million
41,998 Added 15.98%
304,763 $6.64 Million
Q2 2022

Aug 05, 2022
BUY
$22.18 - $26.16 $4.51 Million - $5.32 Million
203,242 Added 341.45%
262,765 $5.93 Million
Q1 2022

May 13, 2022
BUY
$24.72 - $26.55 $1.47 Million - $1.58 Million
59,523 New
59,523 $1.53 Million

Others Institutions Holding DFSV

# of Institutions
402
Shares Held
107M
Call Options Held
10.1K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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