Aegis Wealth Management LLC Dimensional ETF Tr Transaction History

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025

A detailed history of Aegis Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Aegis Wealth Management LLC holds 161,245 shares of DFAU stock, worth $6.51 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares
161,245
Previous 148,628 8.49%
Holding current value
$6.51 Million
Previous $6.02 Billion 3.0%
% of portfolio
3.64%
Previous 4.07%

Shares

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

May 08, 2025
BUY
$37.84 - $42.29 $477,427 - $533,572
12,617 Added 8.49%
161,245 $6.2 Billion
Q4 2024

Mar 07, 2025
BUY
$39.27 - $42.38 $5.84 Million - $6.3 Million
148,628 New
148,628 $6.02 Billion

Others Institutions Holding DFAU

# of Institutions
503
Shares Held
133M
Call Options Held
30.6K
Put Options Held
700
View Full List

About DIMENSIONAL ETF TR

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