Centered Wealth LLC Dba Miller Equity Capital Advisors Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Centered Wealth LLC Dba Miller Equity Capital Advisors holds 38,845 shares of DFSV stock, worth $1.23 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
38,845
Previous 32,650
18.97%
Holding current value
$1.23 Million
Previous $939,000
27.37%
% of portfolio
0.47%
Previous 0.39%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
358Shares Held
99.3MCall Options Held
10.1KPut Options Held
0-
Savant Capital, LLC8.05MShares$255 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$242 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$165 Million5.67% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$132 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$109 Million0.15% of portfolio