Aegis Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Aegis Wealth Management LLC

  • $177 Billion
  • Q4 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 11,772 shares of DISV stock, worth $422,850. This represents 0.25% of its overall portfolio holdings.

Number of Shares
11,772
Previous 13,193 10.77%
Holding current value
$422,850
Previous $471 Million 5.0%
% of portfolio
0.25%
Previous 0.25%

Shares

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

Jan 14, 2026
SELL
$35.06 - $36.3 $49,820 - $51,582
-1,421 Reduced 10.77%
11,772 $447 Million
Q4 2024

Mar 07, 2025
BUY
$26.18 - $28.77 $345,392 - $379,562
13,193 New
13,193 $351 Million

Others Institutions Holding DISV

# of Institutions
394
Shares Held
83.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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