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 59,347 shares of DFSV stock, worth $1.77 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
59,347
Previous 55,854 6.25%
Holding current value
$1.77 Million
Previous $1.72 Billion 2.83%
% of portfolio
0.98%
Previous 1.16%

Shares

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

May 08, 2025
BUY
$27.56 - $32.1 $96,267 - $112,125
3,493 Added 6.25%
59,347 $1.67 Billion
Q4 2024

Mar 07, 2025
BUY
$30.18 - $33.87 $1.69 Million - $1.89 Million
55,854 New
55,854 $1.72 Billion

Others Institutions Holding DFSV

# of Institutions
472
Shares Held
127M
Call Options Held
10.7K
Put Options Held
5.5K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Aegis Wealth Management LLC Portfolio

Follow Aegis Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aegis Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aegis Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email