Aveo Capital Partners’s Dimensional Core Fixed Income ETF DFCF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,084
| Closed | -$798K | – | 43 |
|
|
2025
Q1 | $798K | Sell |
19,084
-14,501
| -43% | -$606K | 0.13% | 85 |
|
|
2024
Q4 | $1.39M | Sell |
33,585
-677
| -2% | -$27.9K | 0.15% | 106 |
|
|
2024
Q3 | $1.48M | Sell |
34,262
-6,490
| -16% | -$280K | 0.16% | 105 |
|
|
2024
Q2 | $1.69M | Sell |
40,752
-761
| -2% | -$31.6K | 0.19% | 97 |
|
|
2024
Q1 | $1.72M | Sell |
41,513
-86,995
| -68% | -$3.6M | 0.19% | 103 |
|
|
2023
Q4 | $5.45M | Sell |
128,508
-4,534
| -3% | -$192K | 0.66% | 46 |
|
|
2023
Q3 | $5.37M | Sell |
133,042
-213,844
| -62% | -$8.63M | 0.71% | 40 |
|
|
2023
Q2 | $14.5M | Sell |
346,886
-29,333
| -8% | -$1.22M | 1.84% | 12 |
|
|
2023
Q1 | $16M | Buy |
376,219
+97,972
| +35% | +$4.16M | 2.13% | 7 |
|
|
2022
Q4 | $11.6M | Buy |
+278,247
| New | +$11.6M | 1.74% | 13 |
|