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 $2.76 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
52,993
Previous 53,624 1.18%
Holding current value
$2.76 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
770
Shares Held
168M
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
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