Aegis Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025

A detailed history of Aegis Wealth Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Aegis Wealth Management LLC holds 120,245 shares of DFAS stock, worth $7.46 Million. This represents 4.22% of its overall portfolio holdings.

Number of Shares
120,245
Previous 115,674 3.95%
Holding current value
$7.46 Million
Previous $7.53 Billion 4.56%
% of portfolio
4.22%
Previous 5.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$58.81 - $68.2 $268,820 - $311,742
4,571 Added 3.95%
120,245 $7.18 Billion
Q4 2024

Mar 07, 2025
BUY
$63.58 - $71.15 $7.35 Million - $8.23 Million
115,674 New
115,674 $7.53 Billion

Others Institutions Holding DFAS

# of Institutions
820
Shares Held
126M
Call Options Held
0
Put Options Held
100
View Full List

About DIMENSIONAL ETF TR U S SMALL C

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