Aegis Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History
Aegis Wealth Management LLC
- $187 Billion
- Q3 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 4,212 shares of DFUS stock, worth $307,096. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,212Holding current value
$307,096% of portfolio
0.16%Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
833Shares Held
203MCall Options Held
3.8KPut Options Held
0-
Prudential Financial Inc Newark, NJ50.6MShares$3.69 Billion4.58% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$580 Million5.21% of portfolio
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Maseco LLP London,7.54MShares$550 Million26.46% of portfolio
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Index Fund Advisors, Inc.4.99MShares$364 Million18.23% of portfolio
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Plancorp, LLC4.57MShares$333 Million10.66% of portfolio