Aegis Wealth Management LLC DFAU Holdings History
Aegis Wealth Management LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, Aegis Wealth Management LLC held 161,245.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $6.20 Mil. This investment constitutes 3.64% of their stock portfolio, and Aegis Wealth Management LLC now holds 0.08% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2024Q4. And since then Aegis Wealth Management LLC has made 1 purchases of DFAU, at an average price of $40.86, for a total of 161,245.00 shares. Based on historical transaction data and DFAU's current price of $43.11, Aegis Wealth Management LLC's estimated gain on his DFAU holdings is $363,487.62, reflecting a 5.52% gain to date.
Aegis Wealth Management LLC DFAU ($43.11) Holding Chart
Aegis Wealth Management LLC DFAU ($43.11) 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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