Aveo Capital Partners, LLC Dimensional ETF Tr Transaction History

Aveo Capital Partners, LLC

$856 Million
Q4 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 149,342 shares of DFIV stock, worth $5.62 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

149,342

Previous 148,145 0.81%

Holding current value

$5.62 Million

Previous $5.64 Million 6.1%

% of portfolio

0.62%

Previous 0.62%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$34.86 - $37.97 $41,727 - $45,450	1,197 Added 0.81%	149,342 $5.3 Million
Q3 2024 Nov 12, 2024	BUY	$34.66 - $38.38 $68,037 - $75,339	1,963 Added 1.34%	148,145 $5.64 Million
Q2 2024 Aug 02, 2024	SELL	$35.5 - $38.02 $51,723 - $55,395	-1,457 Reduced 0.99%	146,182 $5.25 Million
Q1 2024 May 06, 2024	BUY	$33.15 - $36.75 $223,033 - $247,254	6,728 Added 4.77%	147,639 $5.43 Million
Q4 2023 Feb 06, 2024	BUY	$30.86 - $34.46 $276,937 - $309,244	8,974 Added 6.8%	140,911 $4.84 Million
Q3 2023 Nov 06, 2023	BUY	$32.1 - $34.42 $2,086 - $2,237	65 Added 0.05%	131,937 $4.3 Million
Q2 2023 Aug 08, 2023	BUY	$31.45 - $33.77 $4.15 Million - $4.45 Million	131,872 New	131,872 $4.33 Million

Others Institutions Holding DFIV

# of Institutions

587

Shares Held

203M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Aveo Capital Partners, LLC Dimensional ETF Tr Transaction History