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 $1.19 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
38,845
Previous 32,650
18.97%
Holding current value
$1.19 Million
Previous $939,000
27.37%
% of portfolio
0.47%
Previous 0.39%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
340Shares Held
95.2MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$251 Million3.73% of portfolio
-
Savant Capital, LLC6.57MShares$201 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$159 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$105 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$90.8 Million1.18% of portfolio