Aegis Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Aegis Wealth Management LLC

$170 Billion
Q1 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 80,850 shares of DFIC stock, worth $2.54 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

80,850

Previous 72,180 12.01%

Holding current value

$2.54 Million

Previous $1.87 Billion 20.35%

% of portfolio

1.32%

Previous 1.26%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

501

Shares Held

294M

Call Options Held

6.6K

Put Options Held

3.9K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Aegis Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History