Aegis Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Aegis Wealth Management LLC
- $148 Billion
- Q4 2024
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 $389,589. This represents 0.24% of its overall portfolio holdings.
Number of Shares
13,193Holding current value
$389,589% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
324Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$262 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.39MShares$189 Million3.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$93 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.9 Million1.08% of portfolio
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Ritholtz Wealth Management1.42MShares$42 Million1.12% of portfolio