Aegis Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Aegis Wealth Management LLC
- $167 Billion
- Q2 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 $468,615. This represents 0.23% of its overall portfolio holdings.
Number of Shares
13,193
Previous 13,193
-0.0%
Holding current value
$468,615
Previous $384 Million
-0.0%
% of portfolio
0.23%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
367Shares Held
79.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$315 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$210 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$208 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$112 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$89.5 Million1.18% of portfolio