Aveo Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Aveo Capital Partners, LLC
- $910 Million
- Q3 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 583,667 shares of DFIC stock, worth $15.1 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
583,667
Previous 571,472
2.13%
Holding current value
$15.1 Million
Previous $15 Million
9.33%
% of portfolio
1.81%
Previous 1.78%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$699 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$667 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$409 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$153 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$126 Million17.02% of portfolio