Aegis Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025

A detailed history of Aegis Wealth Management LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Aegis Wealth Management LLC holds 33,458 shares of DFSD stock, worth $1.6 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
33,458
Previous 33,208 0.75%
Holding current value
$1.6 Million
Previous $1.56 Billion 2.13%
% of portfolio
0.93%
Previous 1.05%

Shares

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

May 08, 2025
BUY
$46.74 - $47.55 $11,685 - $11,887
250 Added 0.75%
33,458 $1.59 Billion
Q4 2024

Mar 07, 2025
BUY
$46.75 - $47.8 $1.55 Million - $1.59 Million
33,208 New
33,208 $1.56 Billion

Others Institutions Holding DFSD

# of Institutions
362
Shares Held
71.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

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