Aegis Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History
Aegis Wealth Management LLC
- $148 Billion
- Q4 2024
A detailed history of Aegis Wealth Management LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Aegis Wealth Management LLC holds 33,208 shares of DFSD stock, worth $1.57 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
33,208Holding current value
$1.57 Million% of portfolio
1.05%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
331Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
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Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio