Aegis Wealth Management LLC DFAI Holdings History
Aegis Wealth Management LLC's Dimensional International Core Equity Market ETF Holding Summary
As of 2025-03-31, Aegis Wealth Management LLC held 279,019.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $8.71 Mil. This investment constitutes 5.12% of their stock portfolio, and Aegis Wealth Management LLC now holds 0.1% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.
The initial trade took place in 2024Q4. And since then Aegis Wealth Management LLC has made 1 purchases of DFAI, at an average price of $30.31, for a total of 279,019.00 shares. Based on historical transaction data and DFAI's current price of $34.28, Aegis Wealth Management LLC's estimated gain on his DFAI holdings is $1.11 Mil, reflecting a 13.09% gain to date.
Aegis Wealth Management LLC DFAI ($34.28) Holding Chart
Aegis Wealth Management LLC DFAI ($34.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
