Aegis Wealth Management LLC Dimensional ETF Tr Call Options Transaction History
Aegis Wealth Management LLC
- $167 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFAI
# of Institutions
698Shares Held
262MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$590 Million0.75% of portfolio
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Envestnet Asset Management Inc9.25MShares$339 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC7.55MShares$277 Million0.02% of portfolio
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Wiley Bros. Aintree Capital, LLC7.21MShares$264 Million1.99% of portfolio
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Sym Financial Corp6.61MShares$242 Million25.8% of portfolio