Aegis Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Aegis Wealth Management LLC

  • $177 Billion
  • Q4 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 29,151 shares of DFAR stock, worth $683,007. This represents 0.38% of its overall portfolio holdings.

Number of Shares
29,151
Previous 47,523 38.66%
Holding current value
$683,007
Previous $1.13 Billion 41.1%
% of portfolio
0.38%
Previous 0.61%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
SELL
$23.07 - $24.16 $423,842 - $443,867
-18,372 Reduced 38.66%
29,151 $668 Million
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
46.1M
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
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