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Dimensional Etf Trust shares owned by Aegis Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) 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 $2.7M 46k 58.21
2025-06-30 $2.7M 53k 51.49
2025-03-31 $2.7M 53k 51.49
2024-12-31 $3.0M 54k 55.66

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

Creative Planning
Colony
Forum Financial Management
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Pure Financial Advisors
Buckingham Strategic Partners
EP Wealth Advisors
Jackson Thornton Asset Management
Asset Dedication
Willow Creek Wealth Management
Wealth Enhancement Advisory Services
HighTower Advisors
Trust Co of the South
Raymond James Financial

View all funds holding Dimensional Etf Trust