Mc Mill Wealth Management Dimensional ETF Tr Dimensional Transaction History
Mc Mill Wealth Management
- $277 Billion
- Q1 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 144,189 shares of DFIS stock, worth $4.19 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
144,189
Previous 111,121
29.76%
Holding current value
$4.19 Million
Previous $2.73 Billion
36.55%
% of portfolio
1.34%
Previous 1.1%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
94MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$535 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$362 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$332 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$113 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$110 Million1.68% of portfolio