Mills Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Mills Wealth Advisors LLC
- $140 Billion
- Q2 2024
A detailed history of Mills Wealth Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 221,703 shares of DIHP stock, worth $6.07 Million. This represents 4.17% of its overall portfolio holdings.
Number of Shares
221,703
Previous 193,572
14.53%
Holding current value
$6.07 Million
Previous $5.21 Billion
11.9%
% of portfolio
4.17%
Previous 3.83%
Shares
7 transactions
Others Institutions Holding DIHP
# of Institutions
200Shares Held
93MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$480 Million0.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$476 Million1.16% of portfolio
-
Vista Wealth Management Group, LLC5.92MShares$162 Million11.81% of portfolio
-
Forum Financial Management, LP Lombard, IL5.79MShares$159 Million3.14% of portfolio
-
Carlson Capital Management3.81MShares$104 Million7.97% of portfolio