Mc Mill Wealth Management Dimensional ETF Tr Dimensional Transaction History
Mc Mill Wealth Management
- $302 Billion
- Q2 2025
A detailed history of Mc Mill Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mc Mill Wealth Management holds 143,734 shares of DFIS stock, worth $4.41 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
143,734
Previous 144,189
0.32%
Holding current value
$4.41 Million
Previous $3.73 Billion
14.8%
% of portfolio
1.42%
Previous 1.34%
Shares
3 transactions
Others Institutions Holding DFIS
# of Institutions
263Shares Held
85.1MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$564 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$382 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.59MShares$110 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$89.9 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$87.5 Million1.31% of portfolio