Aveo Capital Partners’s Dimensional International Value ETF DFIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-164,140	Closed	-$6.64M	–	48
2025 Q1	$6.64M	Buy	164,140 +14,798	+10%	+$565K	1.1%	27
2024 Q4	$5.3M	Buy	149,342 +1,197	+0.8%	+$43.9K	0.58%	50
2024 Q3	$5.64M	Buy	148,145 +1,963	+1%	+$72.6K	0.6%	51
2024 Q2	$5.25M	Sell	146,182 -1,457	-1%	-$53.7K	0.6%	54
2024 Q1	$5.43M	Buy	147,639 +6,728	+5%	+$233K	0.59%	51
2023 Q4	$4.84M	Buy	140,911 +8,974	+7%	+$293K	0.58%	52
2023 Q3	$4.3M	Buy	131,937 +65	+0%	+$2.17K	0.57%	53
2023 Q2	$4.33M	Buy	+131,872	New	+$4.33M	0.55%	58

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

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

Aveo Capital Partners sold out of Dimensional International Value ETF (DFIV) in Q2 2025, closing a stake of 164,140 shares — an estimated $6.64M sold.

Aveo Capital Partners first reported a position in DFIV in Q2 2023 and held it in 8 quarters. The position peaked at $6.64M in Q1 2025. 690 funds tracked by Wall St. Rank hold DFIV as of Q2 2025.

Aveo Capital Partners reported no remaining Dimensional International Value ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 164,140 Dimensional International Value ETF shares in Q2 2025, an estimated $6.64M.
Aveo Capital Partners first reported a position in Dimensional International Value ETF in Q2 2023 and held it in 8 quarters.
Aveo Capital Partners's Dimensional International Value ETF position peaked at $6.64M in Q1 2025.
690 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2025.

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