A detailed history of Milestone Asset Management Group, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 6,391 shares of DFAC stock, worth $236,914. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,391
Previous 5,808 10.04%
Holding current value
$236,914
Previous $201 Million 4.96%
% of portfolio
0.19%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025

BUY
$32.42 - $36.13 $18,900 - $21,063
583 Added 10.04%
6,391 $211 Million
Q4 2024

Mar 27, 2025

BUY
$33.92 - $36.6 $197,007 - $212,572
5,808 New
5,808 $201 Million

Others Institutions Holding DFAC

About DIMENSIONAL ETF TR U S CORE EQ


  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
Track This Portfolio

Track Milestone Asset Management Group, LLC Portfolio

Follow Milestone Asset Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Asset Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Asset Management Group, LLC with notifications on news.