Aegis Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History
Aegis Wealth Management LLC
- $170 Billion
- Q1 2025
A detailed history of Aegis Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Aegis Wealth Management LLC holds 60,498 shares of DFCF stock, worth $2.54 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
60,498
Previous 62,349
2.97%
Holding current value
$2.54 Million
Previous $2.57 Billion
1.11%
% of portfolio
1.5%
Previous 1.74%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
427Shares Held
121MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$475 Million13.24% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$154 Million9.18% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX3MShares$126 Million11.48% of portfolio
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Sequoia Financial Advisors, LLC2.88MShares$121 Million0.93% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$119 Million8.26% of portfolio