Aegis Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History
Aegis Wealth Management LLC
- $170 Billion
- Q1 2025
A detailed history of Aegis Wealth Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Aegis Wealth Management LLC holds 10,716 shares of DFUS stock, worth $737,689. This represents 0.38% of its overall portfolio holdings.
Number of Shares
10,716Holding current value
$737,689% of portfolio
0.38%Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
782Shares Held
195MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.93 Billion3.81% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$548 Million5.21% of portfolio
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Maseco LLP London,7.9MShares$544 Million20.12% of portfolio
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Index Fund Advisors, Inc.5.05MShares$348 Million19.78% of portfolio
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Plancorp, LLC4.6MShares$316 Million10.8% of portfolio