Aegis Wealth Management LLC Dimensional ETF Tr Transaction History

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 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 279,019 shares of DFAI stock, worth $9.5 Million. This represents 5.12% of its overall portfolio holdings.

Number of Shares
279,019
Previous 273,343 2.08%
Holding current value
$9.5 Million
Previous $7.98 Billion 9.17%
% of portfolio
5.12%
Previous 5.4%

Shares

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

May 08, 2025
BUY
$28.88 - $32.4 $163,922 - $183,902
5,676 Added 2.08%
279,019 $8.71 Billion
Q4 2024

Mar 07, 2025
BUY
$29.0 - $31.6 $7.93 Million - $8.64 Million
273,343 New
273,343 $7.98 Billion

Others Institutions Holding DFAI

# of Institutions
645
Shares Held
235M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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