Milestone Asset Management Group, LLC Dimensional ETF Tr Transaction History
Milestone Asset Management Group, LLC
- $112 Billion
- Q4 2024
A detailed history of Milestone Asset Management Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 33,254 shares of DFAU stock, worth $1.27 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
33,254Holding current value
$1.27 Million% of portfolio
1.2%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
483Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$75.7 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.97 Billion21.06% of portfolio
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Sequoia Financial Advisors, LLC4.94MShares$189 Million1.73% of portfolio
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Parsec Financial Management, Inc.4.15MShares$159 Million5.04% of portfolio
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Modera Wealth Management, LLC3.64MShares$139 Million1.81% of portfolio