Aegis Wealth Management LLC DIMENSIONAL ETF TRUST Transaction History

Aegis Wealth Management LLC

  • $187 Billion
  • Q3 2025
Number of Shares
81,116
Previous 78,142 3.81%
Holding current value
$2.22 Billion
Previous $2.05 Billion 7.96%
% of portfolio
1.19%
Previous 1.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
N/A
2,974 Added 3.81%
81,116 $2.22 Billion
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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