Aegis Wealth Management LLC DFAS Holdings History
Aegis Wealth Management LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, Aegis Wealth Management LLC held 120,245.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $7.18 Mil. This investment constitutes 4.22% of their stock portfolio, and Aegis Wealth Management LLC now holds 0.08% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2024Q4. And since then Aegis Wealth Management LLC has made 1 purchases of DFAS, at an average price of $66.83, for a total of 120,245.00 shares. Based on historical transaction data and DFAS's current price of $65.25, Aegis Wealth Management LLC's estimated gain on his DFAS holdings is $-190,035.58, reflecting a -2.36% gain to date.
Aegis Wealth Management LLC DFAS ($65.25) Holding Chart
Aegis Wealth Management LLC DFAS ($65.25) 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 % | |||
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