Aegis Wealth Management LLC DFUV Holdings History
Aegis Wealth Management LLC's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, Aegis Wealth Management LLC held 173,864.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $7.16 Mil. This investment constitutes 4.21% of their stock portfolio, and Aegis Wealth Management LLC now holds 0.06% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $41.98 for 1,885.00 shares. Based on historical transaction data and DFUV's current price of $42.99, Aegis Wealth Management LLC's estimated gain on his DFUV holdings is $91,243.12, reflecting a 1.22% gain to date.
Aegis Wealth Management LLC DFUV ($42.99) Holding Chart
Aegis Wealth Management LLC DFUV ($42.99) 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
