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 $2.52 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
60,498
Previous 62,349
2.97%
Holding current value
$2.52 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
113MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$471 Million13.24% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$125 Million11.48% of portfolio
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Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
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Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$112 Million1.41% of portfolio