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 602,269 shares of DFIC stock, worth $17.1 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
602,269
Previous 583,667
3.19%
Holding current value
$17.1 Million
Previous $16.4 Million
5.21%
% of portfolio
1.82%
Previous 1.81%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
440Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57.4 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$835 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$777 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$464 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$174 Million10.37% of portfolio