Aegis Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Aegis Wealth Management LLC

  • $187 Billion
  • Q3 2025

A detailed history of Aegis Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aegis Wealth Management LLC holds 82,151 shares of DFIC stock, worth $2.74 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
82,151
Previous 80,850 1.61%
Holding current value
$2.74 Million
Previous $2.25 Billion 19.98%
% of portfolio
1.44%
Previous 1.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$30.76 - $33.01 $40,018 - $42,946
1,301 Added 1.61%
82,151 $2.69 Billion
Q1 2025

May 08, 2025
BUY
$25.54 - $28.79 $221,431 - $249,609
8,670 Added 12.01%
80,850 $2.25 Billion
Q4 2024

Mar 07, 2025
BUY
$25.61 - $28.0 $1.85 Million - $2.02 Million
72,180 New
72,180 $1.87 Billion

Others Institutions Holding DFIC

# of Institutions
524
Shares Held
283M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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