Aegis Wealth Management LLC Dimensional ETF Tr Us Marketwi Transaction History
Aegis Wealth Management LLC
- $148 Billion
- Q4 2024
A detailed history of Aegis Wealth Management LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Aegis Wealth Management LLC holds 175,749 shares of DFUV stock, worth $7.26 Million. This represents 4.87% of its overall portfolio holdings.
Number of Shares
175,749Holding current value
$7.26 Million% of portfolio
4.87%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
704Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.4 Billion0.46% of portfolio
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Mercer Global Advisors Inc Denver, CO31.5MShares$1.3 Billion3.18% of portfolio
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Savant Capital, LLC18MShares$742 Million5.98% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$596 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.7MShares$444 Million0.67% of portfolio