Milestone Asset Management Group, LLC Dimensional ETF Tr Transaction History
Milestone Asset Management Group, LLC
- $135 Billion
- Q2 2025
A detailed history of Milestone Asset Management Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 44,667 shares of DFAU stock, worth $1.98 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
44,667
Previous 39,889
11.98%
Holding current value
$1.98 Million
Previous $1.53 Billion
23.4%
% of portfolio
1.4%
Previous 1.39%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
528Shares Held
140MCall Options Held
30.6KPut Options Held
700-
Rvw Wealth, LLC4.33MShares$192 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$184 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$169 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$167 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$154 Million1.86% of portfolio