Aegis Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History
Aegis Wealth Management LLC
- $167 Billion
- Q2 2025
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
791Shares Held
196MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ45.1MShares$3.12 Billion4.06% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$550 Million5.21% of portfolio
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Maseco LLP London,7.9MShares$546 Million20.12% of portfolio
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Index Fund Advisors, Inc.5.05MShares$349 Million19.78% of portfolio
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Plancorp, LLC4.6MShares$318 Million10.8% of portfolio