Aegis Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025

A detailed history of Aegis Wealth Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Aegis Wealth Management LLC holds 99,676 shares of DFAC stock, worth $3.41 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares
99,676
Previous 88,032 13.23%
Holding current value
$3.41 Million
Previous $3.05 Billion 7.99%
% of portfolio
1.93%
Previous 2.06%

Shares

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

May 08, 2025
BUY
$32.42 - $36.13 $377,498 - $420,697
11,644 Added 13.23%
99,676 $3.29 Billion
Q4 2024

Mar 07, 2025
BUY
$33.92 - $36.6 $2.99 Million - $3.22 Million
88,032 New
88,032 $3.05 Billion

Others Institutions Holding DFAC

# of Institutions
1,092
Shares Held
814M
Call Options Held
46.6K
Put Options Held
600
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

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