Mills Wealth Advisors LLC Dimensional ETF Tr Core Fxd In Transaction History
Mills Wealth Advisors LLC
- $136 Billion
- Q1 2024
A detailed history of Mills Wealth Advisors LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 60,763 shares of DFCF stock, worth $2.55 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
60,763
Previous 62,246
2.38%
Holding current value
$2.55 Million
Previous $2.64 Billion
3.42%
% of portfolio
1.87%
Previous 2.01%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
294Shares Held
84MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$418 Million12.05% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA6.95MShares$292 Million10.95% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.1MShares$130 Million21.55% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$110 Million11.04% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.27MShares$95.4 Million24.6% of portfolio