Aegis Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Aegis Wealth Management LLC

  • $187 Billion
  • Q3 2025

A detailed history of Aegis Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aegis Wealth Management LLC holds 47,523 shares of DFAR stock, worth $1.11 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
47,523
Previous 51,737 8.15%
Holding current value
$1.11 Million
Previous $1.23 Billion 7.84%
% of portfolio
0.61%
Previous 0.74%

Shares

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

Nov 05, 2025
SELL
$22.9 - $24.1 $96,500 - $101,557
-4,214 Reduced 8.15%
47,523 $1.13 Billion
Q1 2025

May 08, 2025
BUY
$22.35 - $24.52 $30,887 - $33,886
1,382 Added 2.74%
51,737 $1.23 Billion
Q4 2024

Mar 07, 2025
BUY
$22.72 - $25.76 $1.14 Million - $1.3 Million
50,355 New
50,355 $1.17 Billion

Others Institutions Holding DFAR

# of Institutions
279
Shares Held
45.9M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFAR Quotes by TradingView
  • Ticker DFAR
  • Sector ETFs
  • Industry ETFs
More about DFAR
Track This Portfolio

Track Aegis Wealth Management LLC Portfolio

Follow Aegis Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aegis Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aegis Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email