Aegis Wealth Management LLC Dimensional ETF Tr Transaction History

Aegis Wealth Management LLC

  • $167 Billion
  • Q2 2025

A detailed history of Aegis Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Aegis Wealth Management LLC holds 140,248 shares of DFAE stock, worth $4.47 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares
140,248
Previous 140,248 -0.0%
Holding current value
$4.47 Million
Previous $3.63 Billion -0.0%
% of portfolio
2.18%
Previous 2.14%

Shares

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

May 08, 2025
SELL
$24.64 - $26.86 $159,470 - $173,837
-6,472 Reduced 4.41%
140,248 $3.63 Billion
Q4 2024

Mar 07, 2025
BUY
$25.36 - $28.15 $3.72 Million - $4.13 Million
146,720 New
146,720 $3.72 Billion

Others Institutions Holding DFAE

# of Institutions
613
Shares Held
178M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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