Milestone Asset Management Group, LLC Dimensional ETF Tr Transaction History
Milestone Asset Management Group, LLC
- $135 Billion
- Q2 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 44,667 shares of DFAU stock, worth $2.06 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
44,667
Previous 39,889
11.98%
Holding current value
$2.06 Million
Previous $1.53 Billion
23.4%
% of portfolio
1.4%
Previous 1.39%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
531Shares Held
139MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$199 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$175 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$173 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$160 Million1.86% of portfolio