Aegis Wealth Management LLC DIMENSIONAL ETF TRUST Transaction History

Aegis Wealth Management LLC

  • $167 Billion
  • Q2 2025
Number of Shares
20,039
Previous 20,039 -0.0%
Holding current value
$613 Million
Previous $613 Million -0.0%
% of portfolio
0.37%
Previous 0.36%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
N/A
8,531 Added 74.13%
20,039 $613 Million
Q4 2024

Mar 07, 2025
BUY
N/A
11,508 New
11,508 $346 Million
Track This Portfolio

Track Aegis Wealth Management LLC Portfolio

Follow Aegis Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aegis Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aegis Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email