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

Aegis Wealth Management LLC

  • $187 Billion
  • Q3 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 99,027 shares of DFAC stock, worth $3.83 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares
99,027
Previous 99,676 0.65%
Holding current value
$3.83 Million
Previous $3.29 Billion 16.15%
% of portfolio
2.05%
Previous 1.97%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$36.04 - $38.78 $23,389 - $25,168
-649 Reduced 0.65%
99,027 $3.82 Billion
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
1,176
Shares Held
809M
Call Options Held
10.4K
Put Options Held
20.1K
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

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