Aveo Capital Partners, LLC Dimensional ETF Tr U S Small C Transaction History
Aveo Capital Partners, LLC
- $856 Million
- Q4 2024
A detailed history of Aveo Capital Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 5,259 shares of DFAS stock, worth $351,248. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,259
Previous 6,063
13.26%
Holding current value
$351,248
Previous $393,000
12.98%
% of portfolio
0.04%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding DFAS
# of Institutions
734Shares Held
112MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$749 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$468 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$437 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$328 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$182 Million1.82% of portfolio