Aegis Wealth Management LLC DIMENSIONAL ETF TRUST Transaction History

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025
Number of Shares
20,039
Previous 11,508 74.13%
Holding current value
$613 Million
Previous $346 Million 77.26%
% of portfolio
0.36%
Previous 0.23%

Shares

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

May 08, 2025
BUY
N/A
8,531 Added 74.13%
20,039 $613 Million
Q4 2024

Mar 07, 2025
BUY
N/A
11,508 New
11,508 $346 Million
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