Aegis Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Aegis Wealth Management LLC
- $148 Billion
- Q4 2024
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 42,132 shares of DFEM stock, worth $1.13 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
42,132Holding current value
$1.13 Million% of portfolio
0.75%Shares
1 transactions
Others Institutions Holding DFEM
# of Institutions
417Shares Held
1.16BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.02BShares$27.4 Billion1.6% of portfolio
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Forum Financial Management, LP Lombard, IL16.3MShares$439 Million8.46% of portfolio
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Ci Private Wealth, LLC Miami, FL5.92MShares$159 Million0.24% of portfolio
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Buckingham Strategic Partners Saint Louis, MO5.14MShares$138 Million2.46% of portfolio
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Truepoint, Inc.4.75MShares$128 Million3.4% of portfolio