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 $7.02 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares
161,245
Previous 148,628 8.49%
Holding current value
$7.02 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
522
Shares Held
140M
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
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