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Aveo Capital Partners’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Aveo Capital Partners’s Portfolio DFEV Stock Details DFEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-209,577
Closed -$5.74M – 45
2025
Q1 		$5.74M Sell
209,577
-43,448
-17% -$1.17M 0.95% 31
2024
Q4 		$6.63M Sell
253,025
-24,049
-9% -$659K 0.73% 36
2024
Q3 		$7.89M Buy
277,074
+5,505
+2% +$151K 0.84% 29
2024
Q2 		$7.47M Buy
271,569
+3,005
+1% +$80.8K 0.85% 34
2024
Q1 		$7.28M Buy
268,564
+7,960
+3% +$200K 0.79% 31
2023
Q4 		$6.57M Buy
260,604
+28,744
+12% +$685K 0.79% 35
2023
Q3 		$5.49M Sell
231,860
-3,828
-2% -$94.1K 0.72% 38
2023
Q2 		$5.74M Sell
235,688
-108,283
-31% -$2.6M 0.73% 42
2023
Q1 		$8.04M Buy
343,971
+76,279
+28% +$1.79M 1.07% 23
2022
Q4 		$6.05M Buy
267,692
+143,417
+115% +$3.14M 0.91% 30
2022
Q3 		$2.55M Buy
124,275
+43,887
+55% +$1.01M 0.44% 58
2022
Q2 		$1.88M Buy
+80,388
New +$1.96M 0.31% 82

Other funds holding DFEV

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RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

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

Aveo Capital Partners sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q2 2025, closing a stake of 209,577 shares — an estimated $5.74M sold.

Aveo Capital Partners first reported a position in DFEV in Q2 2022 and held it in 12 quarters. The position peaked at $8.04M in Q1 2023. 203 funds tracked by Wall St. Rank hold DFEV as of Q2 2025.

  • Aveo Capital Partners reported no remaining Dimensional Emerging Markets Value ETF position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 209,577 Dimensional Emerging Markets Value ETF shares in Q2 2025, an estimated $5.74M.
  • Aveo Capital Partners first reported a position in Dimensional Emerging Markets Value ETF in Q2 2022 and held it in 12 quarters.
  • Aveo Capital Partners's Dimensional Emerging Markets Value ETF position peaked at $8.04M in Q1 2023.
  • 203 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2025.

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