Aegis Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Aegis Wealth Management LLC
- $167 Billion
- Q2 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 51,737 shares of DFAR stock, worth $1.23 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
51,737
Previous 51,737
-0.0%
Holding current value
$1.23 Million
Previous $1.23 Billion
-0.0%
% of portfolio
0.74%
Previous 0.72%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
276Shares Held
44.4MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$74.5 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$59.2 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$50.9 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$49.3 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$42.6 Million3.53% of portfolio