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Dimensional Etf Trust shares owned by Aegis Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Aegis Wealth Management from 13F filings

Historical chart of Aegis Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Aegis Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Aegis Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.0M 248k 36.35
2025-06-30 $8.7M 279k 31.23
2025-03-31 $8.7M 279k 31.23
2024-12-31 $8.0M 273k 29.20

More positions owned by Aegis Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Short Treas Bd (SHV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Russell 2000 Etf (IWM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)

View all positions for Aegis Wealth Management

Top funds holding Dimensional Etf Trust

Prudential Financial
Coldstream Capital Management
Envestnet Asset Management
Wiley Bros.-aintree Capital
Sym Financial Corporation
SRS Capital Advisors
Northern Trust
Royal Bank of Canada
UBS Group
Root Financial Partners
Moisand Fitzgerald Tamayo
Mariner Wealth Advisors
Pure Financial Advisors
LPL Financial
Resources Investment Advisors

View all funds holding Dimensional Etf Trust