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Aveo Capital Partners’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Aveo Capital Partners’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,885
Closed -$507K – 274
2022
Q1 		$507K Sell
10,885
-2,867
-21% -$133K 0.09% 175
2021
Q4 		$653K Buy
+13,752
New +$646K 0.12% 153

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Aveo Capital Partners's DFAT Position: Q2 2022 in Review

Aveo Capital Partners sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2022, closing a stake of 10,885 shares — an estimated $507K sold.

Aveo Capital Partners first reported a position in DFAT in Q4 2021 and held it in 2 quarters. The position peaked at $653K in Q4 2021. 398 funds tracked by Wall St. Rank hold DFAT as of Q2 2022.

  • Aveo Capital Partners reported no remaining Dimensional US Targeted Value ETF position as of Q2 2022 after selling out during the quarter.
  • Aveo Capital Partners sold 10,885 Dimensional US Targeted Value ETF shares in Q2 2022, an estimated $507K.
  • Aveo Capital Partners first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and held it in 2 quarters.
  • Aveo Capital Partners's Dimensional US Targeted Value ETF position peaked at $653K in Q4 2021.
  • 398 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2022.

Based on Aveo Capital Partners's 13F filing for Q2 2022, filed 5 Aug 2022.