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

Aegis Wealth Management LLC

$167 Billion
Q2 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 $3.83 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

99,676

Previous 99,676 -0.0%

Holding current value

$3.83 Million

Previous $3.29 Billion -0.0%

% of portfolio

1.97%

Previous 1.93%

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

1,152

Shares Held

841M

Call Options Held

36.6K

Put Options Held

7.1K

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About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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