Aegis Wealth Management LLC DIMENSIONAL ETF TRUST Transaction History

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025
Number of Shares
78,142
Previous 59,996 30.25%
Holding current value
$2.05 Billion
Previous $1.53 Billion 33.92%
% of portfolio
1.21%
Previous 1.04%

Shares

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

May 08, 2025
BUY
N/A
18,146 Added 30.25%
78,142 $2.05 Billion
Q4 2024

Mar 07, 2025
BUY
N/A
59,996 New
59,996 $1.53 Billion
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