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
- $256 Million
- Q3 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 21,420 shares of DFAC stock, worth $745,844. This represents 0.29% of its overall portfolio holdings.
Number of Shares
21,420
Previous 19,770
8.35%
Holding current value
$745,844
Previous $637,000
15.23%
% of portfolio
0.29%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.97 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.74 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$618 Million0.28% of portfolio