Aegis Wealth Management LLC DIMENSIONAL ETF TRUST Transaction History

Aegis Wealth Management LLC

  • $167 Billion
  • Q2 2025
Number of Shares
5,712
Previous 5,712 -0.0%
Holding current value
$305 Million
Previous $305 Million -0.0%
% of portfolio
0.18%
Previous 0.18%

Shares

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

May 08, 2025
BUY
N/A
1,630 Added 39.93%
5,712 $305 Million
Q4 2024

Mar 07, 2025
BUY
N/A
4,082 New
4,082 $216 Million
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