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 13,193 shares of DISV stock, worth $438,007. This represents 0.23% of its overall portfolio holdings.

Number of Shares
13,193
Previous 13,193 -0.0%
Holding current value
$438,007
Previous $351 Million 9.6%
% of portfolio
0.23%
Previous 0.24%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 07, 2025
BUY
$26.18 - $28.77 $345,392 - $379,562
13,193 New
13,193 $351 Million

Others Institutions Holding DISV

# of Institutions
343
Shares Held
69.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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