Aveo Capital Partners’s Dimensional US Small Cap ETF DFAS Stock Holding History

Aveo Capital Partners’s Portfolio DFAS Stock Details DFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,093	Closed	-$301K	–	41
2025 Q1	$301K	Sell	5,093 -166	-3%	-$10.7K	0.05%	143
2024 Q4	$342K	Sell	5,259 -804	-13%	-$53.8K	0.04%	263
2024 Q3	$393K	Buy	6,063 +70	+1%	+$4.38K	0.04%	233
2024 Q2	$360K	Buy	5,993 +4	+0.1%	+$241	0.04%	235
2024 Q1	$360K	Sell	5,989 -1,464	-20%	-$86.6K	0.04%	269
2023 Q4	$444K	Sell	7,453 -17,857	-71%	-$957K	0.05%	218
2023 Q3	$1.33M	Hold	25,310	–	–	0.17%	109
2023 Q2	$1.39M	Sell	25,310 -81,624	-76%	-$4.26M	0.18%	104
2023 Q1	$5.64M	Buy	106,934 +26,710	+33%	+$1.45M	0.75%	39
2022 Q4	$4.1M	Buy	+80,224	New	+$4.13M	0.62%	42

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Aveo Capital Partners sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2025, closing a stake of 5,093 shares — an estimated $301K sold.

Aveo Capital Partners first reported a position in DFAS in Q4 2022 and held it in 10 quarters. The position peaked at $5.64M in Q1 2023. 770 funds tracked by Wall St. Rank hold DFAS as of Q2 2025.

Aveo Capital Partners reported no remaining Dimensional US Small Cap ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 5,093 Dimensional US Small Cap ETF shares in Q2 2025, an estimated $301K.
Aveo Capital Partners first reported a position in Dimensional US Small Cap ETF in Q4 2022 and held it in 10 quarters.
Aveo Capital Partners's Dimensional US Small Cap ETF position peaked at $5.64M in Q1 2023.
770 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2025.

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