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 8,135 shares of DFAX stock, worth $244,782. This represents 0.19% of its overall portfolio holdings.
Number of Shares
8,135
Previous 8,129
0.07%
Holding current value
$244,782
Previous $202 Million
5.47%
% of portfolio
0.19%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
628Shares Held
251MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$338 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$239 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$236 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$232 Million0.07% of portfolio
-
Monograph Wealth Advisors, LLC5.54MShares$167 Million21.04% of portfolio