Milestone Asset Management Group, LLC Dimensional ETF Tr Transaction History
Milestone Asset Management Group, LLC
- $111 Billion
- Q1 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 8,135 shares of DFAX stock, worth $241,934. This represents 0.19% of its overall portfolio holdings.
Number of Shares
8,135
Previous 8,129
0.07%
Holding current value
$241,934
Previous $202 Million
5.47%
% of portfolio
0.19%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
632Shares Held
246MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$334 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$236 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$233 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$229 Million0.07% of portfolio
-
Monograph Wealth Advisors, LLC5.54MShares$165 Million21.04% of portfolio