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
- $261 Million
- Q4 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 25,955 shares of DFAC stock, worth $913,616. This represents 0.34% of its overall portfolio holdings.
Number of Shares
25,955
Previous 21,420
21.17%
Holding current value
$913,616
Previous $734,000
22.34%
% of portfolio
0.34%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.02 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.64 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$639 Million0.26% of portfolio