Mills Wealth Advisors LLC Dimensional ETF Tr Short Durat Transaction History
Mills Wealth Advisors LLC
- $246 Billion
- Q3 2025
A detailed history of Mills Wealth Advisors LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 110,616 shares of DFSD stock, worth $5.36 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
110,616
Previous 88,974
24.32%
Holding current value
$5.36 Million
Previous $4.27 Billion
24.79%
% of portfolio
2.17%
Previous 1.96%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
372Shares Held
77.5MCall Options Held
0Put Options Held
0-
Apella Capital, LLC4MShares$194 Million4.51% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$189 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$149 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio