Aveo Capital Partners, LLC Dimensional ETF Tr Transaction History

Aveo Capital Partners, LLC

  • $844 Million
  • Q2 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 68,064 shares of DFAI stock, worth $2.11 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
68,064
Previous 68,064 -0.0%
Holding current value
$2.11 Million
Previous $2.06 Million 1.8%
% of portfolio
0.24%
Previous 0.23%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
520
Shares Held
159M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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.

Choose your preferred platform and Sign Up 👇 Telegram Email