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Aveo Capital Partners’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Aveo Capital Partners’s Portfolio DFGP Stock Details DFGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-239,217
Closed -$12.8M – 46
2025
Q1 		$12.8M Buy
239,217
+13,573
+6% +$722K 2.13% 12
2024
Q4 		$11.9M Buy
+225,644
New +$12.2M 1.31% 16

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FFM
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MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
JC
Jentner Corp Akron, Ohio $373M AUM 10.69% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

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

Aveo Capital Partners sold out of Dimensional Global Core Plus Fixed Income ETF (DFGP) in Q2 2025, closing a stake of 239,217 shares — an estimated $12.8M sold.

Aveo Capital Partners first reported a position in DFGP in Q4 2024 and held it in 2 quarters. The position peaked at $12.8M in Q1 2025. 128 funds tracked by Wall St. Rank hold DFGP as of Q2 2025.

  • Aveo Capital Partners reported no remaining Dimensional Global Core Plus Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 239,217 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2025, an estimated $12.8M.
  • Aveo Capital Partners first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2024 and held it in 2 quarters.
  • Aveo Capital Partners's Dimensional Global Core Plus Fixed Income ETF position peaked at $12.8M in Q1 2025.
  • 128 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2025.

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