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 $4.6 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
143,734
Previous 144,189
0.32%
Holding current value
$4.6 Million
Previous $3.73 Billion
14.8%
% of portfolio
1.42%
Previous 1.34%
Shares
3 transactions
Others Institutions Holding DFIS
# of Institutions
275Shares Held
85.4MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.7MShares$598 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$399 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.34MShares$107 Million0.15% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$93.8 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$91.4 Million1.31% of portfolio