Aegis Wealth Management LLC Dimensional ETF Tr Transaction History

Aegis Wealth Management LLC

  • $148 Billion
  • Q4 2024

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 67,959 shares of DFIV stock, worth $2.72 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
67,959
Holding current value
$2.72 Million
% of portfolio
1.63%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
628
Shares Held
214M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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