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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

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BHWM
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SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TLFA
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FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 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.