Aegis Wealth Management LLC Dimensional ETF Tr Emerging Mk Transaction History
Aegis Wealth Management LLC
- $187 Billion
- Q3 2025
A detailed history of Aegis Wealth Management LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Aegis Wealth Management LLC holds 43,851 shares of DFEM stock, worth $1.45 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
43,851
Previous 50,768
13.62%
Holding current value
$1.45 Million
Previous $1.34 Billion
4.69%
% of portfolio
0.75%
Previous 0.81%
Shares
3 transactions
Others Institutions Holding DFEM
# of Institutions
499Shares Held
174MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio