Aegis Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History
Aegis Wealth Management LLC
- $170 Billion
- Q1 2025
A detailed history of Aegis Wealth Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Aegis Wealth Management LLC holds 10,716 shares of DFUS stock, worth $677,251. This represents 0.38% of its overall portfolio holdings.
Number of Shares
10,716Holding current value
$677,251% of portfolio
0.38%Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
760Shares Held
183MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.69 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$503 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$326 Million20.01% of portfolio
-
Plancorp, LLC4.71MShares$298 Million11.37% of portfolio
-
Envestnet Asset Management Inc3.84MShares$243 Million0.08% of portfolio