Aegis Wealth Management LLC Dimensional ETF Tr Put Options Transaction History

Aegis Wealth Management LLC

$170 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFIV

# of Institutions

715

Shares Held

232M

Call Options Held

1.8K

Put Options Held

200

Envestnet Asset Management Inc

21.1M
Shares

$928 Million
0.28% of portfolio
Mercer Global Advisors Inc Denver, CO

19.1M
Shares

$839 Million
1.75% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$491 Million
4.47% of portfolio
Savant Capital, LLC

8.59M
Shares

$377 Million
2.4% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.29M
Shares

$320 Million
0.15% of portfolio

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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