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Aveo Capital Partners’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Aveo Capital Partners’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,013,064
Closed -$39M – 42
2025
Q1 		$39M Buy
1,013,064
+51,459
+5% +$2.09M 6.48% 1
2024
Q4 		$38.9M Sell
961,605
-43,894
-4% -$1.79M 4.26% 3
2024
Q3 		$39.9M Buy
1,005,499
+12,126
+1% +$463K 4.24% 1
2024
Q2 		$37.2M Sell
993,373
-19,833
-2% -$721K 4.22% 1
2024
Q1 		$36.1M Buy
1,013,206
+3,193
+0.3% +$111K 3.93% 2
2023
Q4 		$33.6M Buy
1,010,013
+37,639
+4% +$1.17M 4.05% 1
2023
Q3 		$29.1M Sell
972,374
-15,847
-2% -$493K 3.83% 2
2023
Q2 		$30.6M Buy
988,221
+145,440
+17% +$4.26M 3.89% 1
2023
Q1 		$24.2M Buy
842,781
+33,730
+4% +$954K 3.24% 4
2022
Q4 		$21.9M Buy
809,051
+122,845
+18% +$3.34M 3.29% 3
2022
Q3 		$17.3M Buy
686,206
+48,819
+8% +$1.36M 2.97% 3
2022
Q2 		$16.8M Buy
637,387
+491,031
+336% +$14.1M 2.76% 5
2022
Q1 		$4.61M Buy
146,356
+63,493
+77% +$1.97M 0.81% 31
2021
Q4 		$2.73M Buy
82,863
+43,686
+112% +$1.4M 0.49% 61
2021
Q3 		$1.18M Buy
39,177
+23,035
+143% +$711K 0.25% 87
2021
Q2 		$488K Buy
+16,142
New +$477K 0.11% 165

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Aveo Capital Partners sold out of Dimensional US Core Equity Market ETF (DFAU) in Q2 2025, closing a stake of 1,013,064 shares — an estimated $39M sold.

Aveo Capital Partners first reported a position in DFAU in Q2 2021 and held it in 16 quarters. The position peaked at $39.9M in Q3 2024. 497 funds tracked by Wall St. Rank hold DFAU as of Q2 2025.

  • Aveo Capital Partners reported no remaining Dimensional US Core Equity Market ETF position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 1,013,064 Dimensional US Core Equity Market ETF shares in Q2 2025, an estimated $39M.
  • Aveo Capital Partners first reported a position in Dimensional US Core Equity Market ETF in Q2 2021 and held it in 16 quarters.
  • Aveo Capital Partners's Dimensional US Core Equity Market ETF position peaked at $39.9M in Q3 2024.
  • 497 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2025.

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