ACP
DFAE icon

Aveo Capital Partners’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Aveo Capital Partners’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-716,141
Closed -$19M – 39
2025
Q1 		$19M Sell
716,141
-2,284
-0.3% -$59.3K 3.16% 8
2024
Q4 		$18.2M Sell
718,425
-22,154
-3% -$586K 2% 9
2024
Q3 		$20.3M Buy
740,579
+16,006
+2% +$417K 2.16% 10
2024
Q2 		$18.7M Sell
724,573
-2,015
-0.3% -$51.1K 2.13% 9
2024
Q1 		$18.6M Buy
726,588
+26,614
+4% +$638K 2.02% 8
2023
Q4 		$16.9M Buy
699,974
+59,258
+9% +$1.35M 2.04% 6
2023
Q3 		$14.5M Buy
640,716
+1,439
+0.2% +$33.9K 1.9% 7
2023
Q2 		$15M Sell
639,277
-117,089
-15% -$2.71M 1.9% 10
2023
Q1 		$17.4M Buy
756,366
+94,726
+14% +$2.18M 2.32% 6
2022
Q4 		$14.5M Buy
661,640
+168,869
+34% +$3.59M 2.18% 4
2022
Q3 		$9.9M Buy
492,771
+103,040
+26% +$2.33M 1.71% 9
2022
Q2 		$9.03M Buy
389,731
+255,143
+190% +$6.25M 1.48% 12
2022
Q1 		$3.53M Buy
134,588
+76,978
+134% +$2.06M 0.62% 50
2021
Q4 		$1.58M Buy
57,610
+20,817
+57% +$572K 0.28% 80
2021
Q3 		$1M Buy
36,793
+28,517
+345% +$805K 0.21% 97
2021
Q2 		$245K Buy
+8,276
New +$240K 0.05% 233

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Aveo Capital Partners's DFAE Position: Q2 2025 in Review

Aveo Capital Partners sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2025, closing a stake of 716,141 shares — an estimated $19M sold.

Aveo Capital Partners first reported a position in DFAE in Q2 2021 and held it in 16 quarters. The position peaked at $20.3M in Q3 2024. 555 funds tracked by Wall St. Rank hold DFAE as of Q2 2025.

  • Aveo Capital Partners reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 716,141 Dimensional Emerging Core Equity Market ETF shares in Q2 2025, an estimated $19M.
  • Aveo Capital Partners first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2021 and held it in 16 quarters.
  • Aveo Capital Partners's Dimensional Emerging Core Equity Market ETF position peaked at $20.3M in Q3 2024.
  • 555 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.