Aegis Wealth Management LLC Dimensional ETF Tr U S Target Transaction History

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025

A detailed history of Aegis Wealth Management LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Aegis Wealth Management LLC holds 52,993 shares of DFAT stock, worth $2.89 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
52,993
Previous 53,624 1.18%
Holding current value
$2.89 Million
Previous $2.98 Billion 8.58%
% of portfolio
1.6%
Previous 2.02%

Shares

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

May 08, 2025
SELL
$50.44 - $58.1 $31,827 - $36,661
-631 Reduced 1.18%
52,993 $2.73 Billion
Q4 2024

Mar 07, 2025
BUY
$54.54 - $61.04 $2.92 Million - $3.27 Million
53,624 New
53,624 $2.98 Billion

Others Institutions Holding DFAT

# of Institutions
776
Shares Held
171M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

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