Aveo Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Aveo Capital Partners, LLC

$528 Million
Q1 2025

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 653,005 shares of DFIC stock, worth $21 Million. This represents 3.43% of its overall portfolio holdings.

Number of Shares

653,005

Previous 602,269 8.42%

Holding current value

$21 Million

Previous $15.6 Million 16.48%

% of portfolio

3.43%

Previous 1.82%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$25.54 - $28.79 $1.3 Million - $1.46 Million	50,736 Added 8.42%	653,005 $18.1 Million
Q4 2024 Jan 30, 2025	BUY	$25.61 - $28.0 $476,397 - $520,856	18,602 Added 3.19%	602,269 $15.6 Million
Q3 2024 Nov 12, 2024	BUY	$25.36 - $28.37 $309,265 - $345,972	12,195 Added 2.13%	583,667 $16.4 Million
Q2 2024 Aug 02, 2024	BUY	$25.73 - $27.44 $3,679 - $3,923	143 Added 0.03%	571,472 $15 Million
Q1 2024 May 06, 2024	BUY	$24.62 - $26.83 $314,840 - $343,102	12,788 Added 2.29%	571,329 $15.3 Million
Q4 2023 Feb 06, 2024	BUY	$22.18 - $25.58 $344,189 - $396,950	15,518 Added 2.86%	558,541 $14.3 Million
Q3 2023 Nov 06, 2023	BUY	$23.25 - $25.17 $191,394 - $207,199	8,232 Added 1.54%	543,023 $12.7 Million
Q2 2023 Aug 08, 2023	BUY	$23.45 - $24.88 $442,759 - $469,759	18,881 Added 3.66%	534,791 $13 Million
Q1 2023 May 03, 2023	BUY	$22.5 - $24.64 $190,462 - $208,577	8,465 Added 1.67%	515,910 $12.4 Million
Q4 2022 Feb 03, 2023	BUY	$19.06 - $23.03 $1.07 Million - $1.29 Million	56,166 Added 12.45%	507,445 $11.3 Million
Q3 2022 Nov 09, 2022	BUY	$19.05 - $23.07 $2.47 Million - $2.99 Million	129,621 Added 40.3%	451,279 $8.65 Million
Q2 2022 Aug 05, 2022	BUY	$21.35 - $25.2 $6.87 Million - $8.11 Million	321,658 New	321,658 $6.92 Million

Others Institutions Holding DFIC

# of Institutions

509

Shares Held

295M

Call Options Held

6.6K

Put Options Held

3.9K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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Aveo Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History