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 198,503 shares of DFSV stock, worth $6.23 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

198,503

Previous 186,819 6.25%

Holding current value

$6.23 Million

Previous $5.75 Million 2.83%

% of portfolio

1.06%

Previous 0.67%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$27.56 - $32.1 $322,011 - $375,056	11,684 Added 6.25%	198,503 $5.59 Million
Q4 2024 Jan 30, 2025	SELL	$30.18 - $33.87 $367,592 - $412,536	-12,180 Reduced 6.12%	186,819 $5.75 Million
Q3 2024 Nov 12, 2024	BUY	$28.25 - $31.7 $172,974 - $194,099	6,123 Added 3.17%	198,999 $6.13 Million
Q2 2024 Aug 02, 2024	SELL	$27.81 - $30.13 $50,197 - $54,384	-1,805 Reduced 0.93%	192,876 $5.55 Million
Q1 2024 May 06, 2024	BUY	$27.45 - $30.1 $17,705 - $19,414	645 Added 0.33%	194,681 $5.86 Million
Q4 2023 Feb 06, 2024	SELL	$23.61 - $29.53 $752,190 - $940,796	-31,859 Reduced 14.1%	194,036 $5.65 Million
Q3 2023 Nov 06, 2023	SELL	$24.97 - $27.69 $92,988 - $103,117	-3,724 Reduced 1.62%	225,895 $5.72 Million
Q2 2023 Aug 08, 2023	SELL	$23.17 - $25.7 $7.99 Million - $8.86 Million	-344,840 Reduced 60.03%	229,619 $5.9 Million
Q1 2023 May 03, 2023	BUY	$23.74 - $28.31 $1.44 Million - $1.71 Million	60,547 Added 11.78%	574,459 $14.3 Million
Q4 2022 Feb 03, 2023	BUY	$22.47 - $26.46 $4.7 Million - $5.53 Million	209,149 Added 68.63%	513,912 $12.7 Million
Q3 2022 Nov 09, 2022	BUY	$21.77 - $26.17 $914,296 - $1.1 Million	41,998 Added 15.98%	304,763 $6.64 Million
Q2 2022 Aug 05, 2022	BUY	$22.18 - $26.16 $4.51 Million - $5.32 Million	203,242 Added 341.45%	262,765 $5.93 Million
Q1 2022 May 13, 2022	BUY	$24.72 - $26.55 $1.47 Million - $1.58 Million	59,523 New	59,523 $1.53 Million

Others Institutions Holding DFSV

# of Institutions

477

Shares Held

134M

Call Options Held

10.7K

Put Options Held

5.5K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Aveo Capital Partners, LLC Dimensional ETF Tr Dimensional Transaction History