Milestone Asset Management Group, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 4,962 shares of DFAS stock, worth $327,492. This represents 0.27% of its overall portfolio holdings.
Number of Shares
4,962
Previous 4,956
0.12%
Holding current value
$327,492
Previous $323 Million
8.09%
% of portfolio
0.27%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
826Shares Held
128MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.11 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$526 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$385 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$355 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$184 Million3.23% of portfolio