Aegis Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Aegis Wealth Management LLC

  • $177 Billion
  • Q4 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 82,002 shares of DFIC stock, worth $2.74 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
82,002
Previous 82,151 0.18%
Holding current value
$2.74 Million
Previous $2.69 Billion 4.9%
% of portfolio
1.6%
Previous 1.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
SELL
$32.24 - $33.72 $4,803 - $5,024
-149 Reduced 0.18%
82,002 $2.83 Billion
Q3 2025

Nov 05, 2025
BUY
$30.76 - $33.01 $40,018 - $42,946
1,301 Added 1.61%
82,151 $2.69 Billion
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
527
Shares Held
284M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
Track This Portfolio

Track Aegis Wealth Management LLC Portfolio

Follow Aegis Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aegis Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aegis Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email