Milestone Asset Management Group, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 52,543 shares of DFAU stock, worth $2.41 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
52,543
Previous 44,667
17.63%
Holding current value
$2.41 Million
Previous $1.89 Billion
27.07%
% of portfolio
1.51%
Previous 1.4%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.81MShares$175 Million0.8% of portfolio