Aegis Wealth Management LLC Dimensional ETF Tr U S Target Transaction History
Aegis Wealth Management LLC
- $148 Billion
- Q4 2024
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 53,624 shares of DFAT stock, worth $2.82 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
53,624Holding current value
$2.82 Million% of portfolio
2.02%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
753Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$740 Million0.76% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.94MShares$470 Million9.85% of portfolio
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Index Fund Advisors, Inc.7.2MShares$378 Million22.29% of portfolio
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Savant Capital, LLC5.13MShares$270 Million2.33% of portfolio