Aegis Wealth Management LLC Dimensional ETF Tr Transaction History

Aegis Wealth Management LLC

  • $177 Billion
  • Q4 2025

A detailed history of Aegis Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Aegis Wealth Management LLC holds 220,100 shares of DFAI stock, worth $8.16 Million. This represents 4.74% of its overall portfolio holdings.

Number of Shares
220,100
Previous 247,571 11.1%
Holding current value
$8.16 Million
Previous $9 Billion 6.79%
% of portfolio
4.74%
Previous 4.82%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
SELL
$35.82 - $37.52 $984,011 - $1.03 Million
-27,471 Reduced 11.1%
220,100 $8.39 Billion
Q3 2025

Nov 05, 2025
SELL
$34.05 - $36.55 $1.07 Million - $1.15 Million
-31,448 Reduced 11.27%
247,571 $9 Billion
Q1 2025

May 08, 2025
BUY
$28.88 - $32.4 $163,922 - $183,902
5,676 Added 2.08%
279,019 $8.71 Billion
Q4 2024

Mar 07, 2025
BUY
$29.0 - $31.6 $7.93 Million - $8.64 Million
273,343 New
273,343 $7.98 Billion

Others Institutions Holding DFAI

# of Institutions
715
Shares Held
286M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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