Aegis Wealth Management LLC Dimensional ETF Tr Transaction History

Aegis Wealth Management LLC

  • $177 Billion
  • Q4 2025

A detailed history of Aegis Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Aegis Wealth Management LLC holds 122,642 shares of DFAE stock, worth $3.99 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares
122,642
Previous 127,060 3.48%
Holding current value
$3.99 Million
Previous $4.01 Billion 0.29%
% of portfolio
2.26%
Previous 2.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
SELL
$30.74 - $33.05 $135,809 - $146,014
-4,418 Reduced 3.48%
122,642 $3.99 Billion
Q3 2025

Nov 05, 2025
SELL
$28.84 - $31.84 $380,341 - $419,905
-13,188 Reduced 9.4%
127,060 $4.01 Billion
Q1 2025

May 08, 2025
SELL
$24.64 - $26.86 $159,470 - $173,837
-6,472 Reduced 4.41%
140,248 $3.63 Billion
Q4 2024

Mar 07, 2025
BUY
$25.36 - $28.15 $3.72 Million - $4.13 Million
146,720 New
146,720 $3.72 Billion

Others Institutions Holding DFAE

# of Institutions
633
Shares Held
186M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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