Milestone Asset Management Group, LLC Dimensional ETF Tr Transaction History
Milestone Asset Management Group, LLC
- $112 Billion
- Q4 2024
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 8,129 shares of DFAX stock, worth $218,832. This represents 0.18% of its overall portfolio holdings.
Number of Shares
8,129Holding current value
$218,832% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
588Shares Held
245MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$302 Million3.18% of portfolio
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Envestnet Asset Management Inc7.7MShares$207 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC7.58MShares$204 Million0.08% of portfolio
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Geometric Wealth Advisors7.56MShares$204 Million35.57% of portfolio
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Commonwealth Equity Services, LLC6.03MShares$162 Million0.22% of portfolio