Milestone Asset Management Group, LLC Dimensional ETF Tr U S Small C Transaction History
Milestone Asset Management Group, LLC
- $159 Billion
- Q3 2025
A detailed history of Milestone Asset Management Group, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 4,975 shares of DFAS stock, worth $336,359. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,975
Previous 4,968
0.14%
Holding current value
$336,359
Previous $317 Million
7.6%
% of portfolio
0.21%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
866Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.37 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$531 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$420 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$396 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$199 Million3.33% of portfolio