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 19,565 shares of DFIS stock, worth $517,298. This represents 0.33% of its overall portfolio holdings.
Number of Shares
19,565Holding current value
$517,298% of portfolio
0.33%Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
236Shares Held
81.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$468 Million0.42% of portfolio
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Matson Money. Inc.12.4MShares$328 Million10.93% of portfolio
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Mather Group, Llc. Chicago, IL10.7MShares$282 Million3.42% of portfolio
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Ci Private Wealth, LLC Miami, FL3.82MShares$101 Million0.14% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$68.9 Million3.04% of portfolio