Aegis Wealth Management LLC Dimensional ETF Tr Transaction History

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025

A detailed history of Aegis Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Aegis Wealth Management LLC holds 67,764 shares of DFIV stock, worth $2.93 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
67,764
Previous 67,959 0.29%
Holding current value
$2.93 Million
Previous $2.41 Billion 10.62%
% of portfolio
1.57%
Previous 1.63%

Shares

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

May 08, 2025
SELL
$35.33 - $40.77 $6,889 - $7,950
-195 Reduced 0.29%
67,764 $2.67 Billion
Q4 2024

Mar 07, 2025
BUY
$34.86 - $37.97 $2.37 Million - $2.58 Million
67,959 New
67,959 $2.41 Billion

Others Institutions Holding DFIV

# of Institutions
714
Shares Held
231M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

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