Milestone Asset Management Group, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 39,889 shares of DFAU stock, worth $1.74 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
39,889
Previous 33,254
19.95%
Holding current value
$1.74 Million
Previous $1.35 Billion
13.88%
% of portfolio
1.39%
Previous 1.2%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
519Shares Held
140MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC6.66MShares$291 Million2.16% of portfolio
-
Rvw Wealth, LLC4.33MShares$189 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$182 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$154 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$154 Million1.87% of portfolio