Aegis Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Aegis Wealth Management LLC

  • $187 Billion
  • Q3 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 14,851 shares of DFIS stock, worth $466,618. This represents 0.25% of its overall portfolio holdings.

Number of Shares
14,851
Previous 19,565 24.09%
Holding current value
$466,618
Previous $506 Million 7.09%
% of portfolio
0.25%
Previous 0.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$29.65 - $31.77 $139,770 - $149,763
-4,714 Reduced 24.09%
14,851 $470 Million
Q4 2024

Mar 07, 2025
BUY
$24.25 - $26.7 $474,451 - $522,385
19,565 New
19,565 $480 Million

Others Institutions Holding DFIS

# of Institutions
287
Shares Held
113M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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