Aegis Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Aegis Wealth Management LLC
- $170 Billion
- Q1 2025
A detailed history of Aegis Wealth Management LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Aegis Wealth Management LLC holds 50,768 shares of DFEM stock, worth $1.54 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
50,768
Previous 42,132
20.5%
Holding current value
$1.54 Million
Previous $1.1 Billion
21.74%
% of portfolio
0.79%
Previous 0.75%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
460Shares Held
167MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$509 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$197 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$182 Million2.54% of portfolio
-
Truepoint, Inc.4.91MShares$149 Million3.62% of portfolio
-
Sequoia Financial Advisors, LLC4.63MShares$141 Million1.05% of portfolio