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 55,854 shares of DFSV stock, worth $1.61 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
55,854Holding current value
$1.61 Million% of portfolio
1.16%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
416Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$232 Million2.02% of portfolio
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Alaska Permanent Fund Corp Juneau, AK7.62MShares$219 Million3.5% of portfolio
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Jmg Financial Group, Ltd.5.44MShares$156 Million5.92% of portfolio
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Mather Group, Llc. Chicago, IL4.17MShares$120 Million1.67% of portfolio
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Ci Private Wealth, LLC Miami, FL3.98MShares$114 Million0.19% of portfolio