Aegis Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025

A detailed history of Aegis Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aegis Wealth Management LLC holds 80,850 shares of DFIC stock, worth $2.47 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
80,850
Previous 72,180 12.01%
Holding current value
$2.47 Million
Previous $1.87 Billion 20.35%
% of portfolio
1.32%
Previous 1.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$25.54 - $28.79 $221,431 - $249,609
8,670 Added 12.01%
80,850 $2.25 Billion
Q4 2024

Mar 07, 2025
BUY
$25.61 - $28.0 $1.85 Million - $2.02 Million
72,180 New
72,180 $1.87 Billion

Others Institutions Holding DFIC

# of Institutions
471
Shares Held
279M
Call Options Held
6.6K
Put Options Held
3.9K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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