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 285,113 shares of DUHP stock, worth $10.1 Million. This represents 5.48% of its overall portfolio holdings.
Number of Shares
285,113
Previous 256,226
11.27%
Holding current value
$10.1 Million
Previous $8.73 Billion
10.36%
% of portfolio
5.48%
Previous 6.01%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
386Shares Held
220MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.36 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.27 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$289 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$245 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.75MShares$240 Million4.6% of portfolio