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 137,683 shares of DFAU stock, worth $6.33 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares
137,683
Previous 163,462 15.77%
Holding current value
$6.33 Million
Previous $7.48 Billion 13.86%
% of portfolio
3.64%
Previous 4.01%

Shares

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

Jan 14, 2026
SELL
$44.77 - $47.01 $1.15 Million - $1.21 Million
-25,779 Reduced 15.77%
137,683 $6.44 Billion
Q3 2025

Nov 05, 2025
BUY
$42.42 - $45.96 $94,045 - $101,893
2,217 Added 1.37%
163,462 $7.48 Billion
Q1 2025

May 08, 2025
BUY
$37.84 - $42.29 $477,427 - $533,572
12,617 Added 8.49%
161,245 $6.2 Billion
Q4 2024

Mar 07, 2025
BUY
$39.27 - $42.38 $5.84 Million - $6.3 Million
148,628 New
148,628 $6.02 Billion

Others Institutions Holding DFAU

# of Institutions
549
Shares Held
150M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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