Mills Wealth Advisors LLC Dimensional ETF Tr Core Fxd In Transaction History
Mills Wealth Advisors LLC
- $145 Billion
- Q3 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 43,501 shares of DFCF stock, worth $1.81 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
43,501
Previous 60,406
27.99%
Holding current value
$1.81 Million
Previous $2.51 Billion
25.12%
% of portfolio
1.29%
Previous 1.79%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
346Shares Held
3.53BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Truepoint, Inc.10.5MShares$435 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.48MShares$103 Million13.14% of portfolio