Aegis Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Aegis Wealth Management LLC
- $148 Billion
- Q4 2024
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 19,565 shares of DFIS stock, worth $505,168. This represents 0.33% of its overall portfolio holdings.
Number of Shares
19,565Holding current value
$505,168% of portfolio
0.33%Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
244Shares Held
85.8MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$457 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$321 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$276 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$98.6 Million0.14% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$97.9 Million1.68% of portfolio