Aegis Wealth Management LLC Purchases in Q4 2024

Aegis Wealth Management LLC

$148 Billion
Q4 2024

Stock	Shares change	Price Range	Shares Held
IVV Ishares Core S&P 500 ETF ETFs	28.1K New	$570.51 - $610.59 $16M - $17.1M	28.1K $16.5B
DFAI Dimensional ETF Tr ETFs	273K New	$29.0 - $31.6 $7.93M - $8.64M	273K $7.98B
DFAS Dimensional ETF Tr U S Small C ETFs	116K New	$63.58 - $71.15 $7.35M - $8.23M	116K $7.53B
DFUV Dimensional ETF Tr Us Marketwi ETFs	176K New	$40.38 - $44.35 $7.1M - $7.79M	176K $7.19B
ITOT Ishares Core S&P Total U.S. St ETFs	47.5K New	$124.26 - $134.12 $5.9M - $6.37M	47.5K $6.11B
DFAU Dimensional ETF Tr ETFs	149K New	$39.27 - $42.38 $5.84M - $6.3M	149K $6.02B
VGSH Vanguard ETFs	75.7K New	$58.02 - $58.88 $4.39M - $4.46M	75.7K $4.41B
SPY Spdr S&P 500 ETF Trust ETFs	7.47K New	$567.81 - $607.81 $4.24M - $4.54M	7.47K $4.38B
VB Vanguard Small Cap ETF ETFs	15.9K New	$233.76 - $261.58 $3.72M - $4.16M	15.9K $3.82B
VTV Vanguard Value ETF ETFs	22.3K New	$168.32 - $181.87 $3.75M - $4.06M	22.3K $3.78B
DFAE Dimensional ETF Tr ETFs	147K New	$25.36 - $28.15 $3.72M - $4.13M	147K $3.72B
VTI Vanguard Total Stock Market Et ETFs	12.7K New	$280.04 - $302.45 $3.56M - $3.84M	12.7K $3.68B
VEA Vanguard Ftse Developed Market ETFs	65.2K New	$47.57 - $52.44 $3.1M - $3.42M	65.2K $3.12B
DFAC Dimensional ETF Tr U S Core Eq ETFs	88K New	$33.92 - $36.6 $2.99M - $3.22M	88K $3.05B
DFAT Dimensional ETF Tr U S Target ETFs	53.6K New	$54.54 - $61.04 $2.92M - $3.27M	53.6K $2.98B
SCHD Schwab Strategic Tr Us Dividen ETFs	100K New	$26.93 - $84.95 $2.7M - $8.51M	100K $2.74B
DFCF Dimensional ETF Tr Core Fxd In ETFs	62.3K New	$41.17 - $43.34 $2.57M - $2.7M	62.3K $2.57B
DFIV Dimensional ETF Tr ETFs	68K New	$34.86 - $37.97 $2.37M - $2.58M	68K $2.41B
VYM Vanguard Whitehall Fds (Vangua ETFs	18.9K New	$126.68 - $134.74 $2.39M - $2.54M	18.9K $2.41B
VWO Vanguard Ftse Emerging Mkts Et ETFs	51.4K New	$44.04 - $49.49 $2.27M - $2.55M	51.4K $2.27B
VBR Vanguard Small Cap Value ETF ETFs	10.1K New	$197.36 - $217.3 $1.99M - $2.19M	10.1K $2B
DFIC Dimensional ETF Tr Dimensional ETFs	72.2K New	$25.61 - $28.0 $1.85M - $2.02M	72.2K $1.87B
DFSV Dimensional ETF Tr Dimensional ETFs	55.9K New	$30.18 - $33.87 $1.69M - $1.89M	55.9K $1.72B
VTIP Vanguard Sht Trm Inflt Prot Fd ETFs	33.1K New	$48.33 - $49.08 $1.6M - $1.63M	33.1K $1.6B
IWD Ishares Russell 1000 Val ETF ETFs	8.56K New	$183.23 - $199.79 $1.57M - $1.71M	8.56K $1.58B
DFSD Dimensional ETF Tr Short Durat ETFs	33.2K New	$46.75 - $47.8 $1.55M - $1.59M	33.2K $1.56B
Dimensional ETF Trust	60K New	N/A	60K $1.53B
IEFA Ishares Tr ETFs	20.4K New	$70.06 - $77.43 $1.43M - $1.58M	20.4K $1.43B
SCHF Schwab Strategic Tr Intl Eqty ETFs	77.3K New	$18.41 - $40.87 $1.42M - $3.16M	77.3K $1.43B
BND Vanguard Bd Index Fd Inc Total ETFs	19K New	$71.75 - $75.11 $1.36M - $1.43M	19K $1.37B
VOO Vanguard Index Fds S&P 500 ETF ETFs	2.53K New	$521.84 - $558.82 $1.32M - $1.41M	2.53K $1.36B
REET Ishares Global Reit ETF ETFs	52.7K New	$23.43 - $26.54 $1.23M - $1.4M	52.7K $1.26B
MUB Ishares National Muni Bond ETF ETFs	11.6K New	$105.78 - $108.7 $1.22M - $1.26M	11.6K $1.23B
DFAR Dimensional ETF Tr Dimensional ETFs	50.4K New	$22.72 - $25.76 $1.14M - $1.3M	50.4K $1.17B
MMM 3 M CO Industrials	8.69K New	$124.74 - $137.12 $1.08M - $1.19M	8.69K $1.12B
DFEM Dimensional ETF Tr Emerging Mk ETFs	42.1K New	$26.16 - $28.82 $1.1M - $1.21M	42.1K $1.1B
VCSH Vanguard Sht Term Corp Bd ETF ETFs	13.9K New	$77.86 - $79.27 $1.08M - $1.1M	13.9K $1.08B
IWM Ishares Russell 2000 ETF ETFs	4.6K New	$216.13 - $242.4 $994K - $1.12M	4.6K $1.02B
EFA Ishares Tr Msci Eafe ETF ETFs	11.7K New	$75.1 - $82.99 $881K - $974K	11.7K $887M
SCHB Schwab Strategic Tr Us Broad M ETFs	34.6K New	$22.01 - $66.82 $761K - $2.31M	34.6K $785M
BSV Vanguard Bd Index Fd Inc Short ETFs	8.74K New	$77.02 - $78.58 $673K - $687K	8.74K $676M
VGK Vanguard Ftse Europe ETF Ftse ETFs	10K New	$63.27 - $70.31 $633K - $703K	10K $635M
DUK Duke Energy Corp Utilities	5.8K New	$105.76 - $120.76 $614K - $701K	5.8K $625M
SCHO Schwab Short Term Us Treasury ETFs	25.6K New	$24.06 - $48.88 $616K - $1.25M	25.6K $616M
RIO Rio Tinto PLC Basic Materials	10K New	$58.59 - $71.15 $586K - $712K	10K $588M
KO Coca Cola CO Consumer Defensive	8.96K New	$61.74 - $71.71 $553K - $643K	8.96K $558M
SCHE Schwab Strategic Tr Us Emergin ETFs	20.1K New	$26.63 - $30.23 $535K - $607K	20.1K $535M
PM Philip Morris International Inc. Consumer Defensive	4.24K New	$118.38 - $133.06 $502K - $564K	4.24K $510M
SCHH Schwab Strategic U.S. Reit ETF ETFs	24.1K New	$20.55 - $23.26 $495K - $561K	24.1K $508M
JNJ Johnson & Johnson Healthcare	3.39K New	$143.34 - $165.86 $485K - $562K	3.39K $490M

Activity Summary All Purchases 109 New Holdings 109 Increased Positions 0 All Sells 0 Reductions 0 Sold out 0 Calls 0 Puts 0

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Account

Aegis Wealth Management LLC Purchases in Q4 2024

Aegis Wealth Management LLC

28.1K

273K

116K

176K

47.5K

149K

75.7K

7.47K

15.9K

22.3K

147K

12.7K

65.2K

88K

53.6K

100K

62.3K

68K

18.9K

51.4K

10.1K

72.2K

55.9K

33.1K

8.56K

33.2K

60K

20.4K

77.3K

19K

2.53K

52.7K

11.6K

50.4K

8.69K

42.1K

13.9K

4.6K

11.7K

34.6K

8.74K

10K

5.8K

25.6K

10K

8.96K

20.1K

4.24K

24.1K

3.39K

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