Aegis Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Aegis Wealth Management LLC
- $148 Billion
- Q4 2024
A detailed history of Aegis Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aegis Wealth Management LLC holds 50,355 shares of DFAR stock, worth $1.21 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
50,355Holding current value
$1.21 Million% of portfolio
0.79%Shares
1 transactions
Others Institutions Holding DFAR
# of Institutions
249Shares Held
41.2MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$72.6 Million4.72% of portfolio
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High Tower Advisors, LLC Chicago, IL2.34MShares$56.2 Million0.08% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$46.8 Million11.11% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$40.4 Million3.61% of portfolio
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Bridgeworth, LLC Birmingham, AL1.33MShares$31.9 Million2.99% of portfolio