Aveo Capital Partners’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-19,084	Closed	-$798K	–	43
2025 Q1	$798K	Sell	19,084 -14,501	-43%	-$604K	0.13%	85
2024 Q4	$1.39M	Sell	33,585 -677	-2%	-$28.5K	0.15%	106
2024 Q3	$1.48M	Sell	34,262 -6,490	-16%	-$277K	0.16%	105
2024 Q2	$1.69M	Sell	40,752 -761	-2%	-$31.5K	0.19%	97
2024 Q1	$1.72M	Sell	41,513 -86,995	-68%	-$3.65M	0.19%	103
2023 Q4	$5.45M	Sell	128,508 -4,534	-3%	-$185K	0.66%	46
2023 Q3	$5.37M	Sell	133,042 -213,844	-62%	-$8.82M	0.71%	40
2023 Q2	$14.5M	Sell	346,886 -29,333	-8%	-$1.24M	1.84%	12
2023 Q1	$16M	Buy	376,219 +97,972	+35%	+$4.14M	2.13%	7
2022 Q4	$11.6M	Buy	+278,247	New	+$11.5M	1.74%	13

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

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

Aveo Capital Partners sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2025, closing a stake of 19,084 shares — an estimated $798K sold.

Aveo Capital Partners first reported a position in DFCF in Q4 2022 and held it in 10 quarters. The position peaked at $16M in Q1 2023. 399 funds tracked by Wall St. Rank hold DFCF as of Q2 2025.

Aveo Capital Partners reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 19,084 Dimensional Core Fixed Income ETF shares in Q2 2025, an estimated $798K.
Aveo Capital Partners first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and held it in 10 quarters.
Aveo Capital Partners's Dimensional Core Fixed Income ETF position peaked at $16M in Q1 2023.
399 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2025.

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