Aegis Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025

A detailed history of Aegis Wealth Management LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Aegis Wealth Management LLC holds 173,864 shares of DFUV stock, worth $7.06 Million. This represents 4.21% of its overall portfolio holdings.

Number of Shares
173,864
Previous 175,749 1.07%
Holding current value
$7.06 Million
Previous $7.19 Billion 0.37%
% of portfolio
4.21%
Previous 4.87%

Shares

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

May 08, 2025
SELL
$39.96 - $43.3 $75,324 - $81,620
-1,885 Reduced 1.07%
173,864 $7.16 Billion
Q4 2024

Mar 07, 2025
BUY
$40.38 - $44.35 $7.1 Million - $7.79 Million
175,749 New
175,749 $7.19 Billion

Others Institutions Holding DFUV

# of Institutions
729
Shares Held
274M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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