Centered Wealth LLC Dba Miller Equity Capital Advisors Dimensional ETF Tr U S Core Eq Transaction History

Centered Wealth LLC Dba Miller Equity Capital Advisors

$1.45 Billion
Q1 2025

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$33.92 - $36.6 $153,827 - $165,981	4,535 Added 21.17%	25,955 $898,000
Q3 2024 Nov 14, 2024	BUY	$31.05 - $34.29 $51,232 - $56,578	1,650 Added 8.35%	21,420 $734,000
Q2 2024 Jul 30, 2024	BUY	$30.09 - $32.37 $256,216 - $275,630	8,515 Added 75.66%	19,770 $637,000
Q1 2024 May 02, 2024	BUY	$28.62 - $31.95 $322,118 - $359,597	11,255 New	11,255 $359,000

Others Institutions Holding DFAC

# of Institutions

1,092

Shares Held

814M

Call Options Held

46.6K

Put Options Held

600

Mercer Global Advisors Inc Denver, CO

53.8M
Shares

$1.86 Billion
4.13% of portfolio
Envestnet Asset Management Inc

52.2M
Shares

$1.81 Billion
0.58% of portfolio
Forum Financial Management, LP Lombard, IL

37.8M
Shares

$1.31 Billion
23.61% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.29 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.4M
Shares

$602 Million
0.23% of portfolio

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Centered Wealth LLC Dba Miller Equity Capital Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Centered Wealth LLC Dba Miller Equity Capital Advisors with notifications on news.

Account