Centered Wealth LLC Dba Miller Equity Capital Advisors Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Centered Wealth LLC Dba Miller Equity Capital Advisors holds 49,630 shares of DFSV stock, worth $1.56 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
49,630
Previous 38,845
27.76%
Holding current value
$1.56 Million
Previous $1.2 Million
27.68%
% of portfolio
0.58%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
408Shares Held
108MCall Options Held
10.1KPut Options Held
0-
Savant Capital, LLC8.05MShares$253 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$239 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$171 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$131 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$125 Million0.19% of portfolio