Mills Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Mills Wealth Advisors LLC
- $176 Billion
- Q4 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 119,383 shares of DISV stock, worth $3.39 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
119,383
Previous 112,998
5.65%
Holding current value
$3.39 Million
Previous $3.28 Billion
3.4%
% of portfolio
1.8%
Previous 2.26%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
321Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$252 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.29MShares$179 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$89.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$46.8 Million1.09% of portfolio
-
Ritholtz Wealth Management1.42MShares$40.4 Million1.12% of portfolio