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
- $240 Million
- Q2 2024
A detailed history of Centered Wealth LLC Dba Miller Equity Capital Advisors transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Centered Wealth LLC Dba Miller Equity Capital Advisors holds 19,770 shares of DFAC stock, worth $677,517. This represents 0.26% of its overall portfolio holdings.
Number of Shares
19,770
Previous 11,255
75.66%
Holding current value
$677,517
Previous $359,000
77.44%
% of portfolio
0.26%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.83 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.28 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$605 Million0.29% of portfolio