Aegis Wealth Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Aegis Wealth Management LLC
- $187 Billion
- Q3 2025
A detailed history of Aegis Wealth Management LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Aegis Wealth Management LLC holds 15,000 shares of DFNM stock, worth $723,600. This represents 0.39% of its overall portfolio holdings.
Number of Shares
15,000Holding current value
$723,600% of portfolio
0.39%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
253Shares Held
28.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.64MShares$127 Million3.2% of portfolio
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Foster Group, Inc.1.49MShares$71.9 Million2.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
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First Ascent Asset Management, LLC901KShares$43.5 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL862KShares$41.6 Million1.71% of portfolio