Aegis Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Aegis Wealth Management LLC

  • $187 Billion
  • Q3 2025

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 55,937 shares of DFSV stock, worth $1.76 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
55,937
Previous 59,347 5.75%
Holding current value
$1.76 Million
Previous $1.67 Billion 6.61%
% of portfolio
0.95%
Previous 1.0%

Shares

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

Nov 05, 2025
SELL
$29.2 - $32.74 $99,572 - $111,643
-3,410 Reduced 5.75%
55,937 $1.78 Billion
Q1 2025

May 08, 2025
BUY
$27.56 - $32.1 $96,267 - $112,125
3,493 Added 6.25%
59,347 $1.67 Billion
Q4 2024

Mar 07, 2025
BUY
$30.18 - $33.87 $1.69 Million - $1.89 Million
55,854 New
55,854 $1.72 Billion

Others Institutions Holding DFSV

# of Institutions
496
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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