Aegis Wealth Management LLC DIMENSIONAL ETF TRUST Transaction History

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025
Number of Shares
5,712
Previous 4,082 39.93%
Holding current value
$305 Million
Previous $216 Million 41.52%
% of portfolio
0.18%
Previous 0.15%

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
Track This Portfolio

Track Aegis Wealth Management LLC Portfolio

Follow Aegis Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aegis Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aegis Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email