Milestone Asset Management Group, LLC Dimensional ETF Tr U S Core Eq Transaction History
Milestone Asset Management Group, LLC
- $111 Billion
- Q1 2025
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
Others Institutions Holding DFAC
# of Institutions
1,111Shares Held
820MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.99 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.94 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.4 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.38 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$644 Million0.23% of portfolio