Milestone Asset Management Group, LLC Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 12,868 shares of DFUS stock, worth $936,661. This represents 0.64% of its overall portfolio holdings.
Number of Shares
12,868
Previous 12,848
0.16%
Holding current value
$936,661
Previous $777 Million
10.99%
% of portfolio
0.64%
Previous 0.7%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
802Shares Held
197MCall Options Held
3.8KPut Options Held
0-
Prudential Financial Inc Newark, NJ45.1MShares$3.28 Billion4.06% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$579 Million5.21% of portfolio
-
Maseco LLP London,7.9MShares$575 Million20.12% of portfolio
-
Index Fund Advisors, Inc.5.05MShares$368 Million19.78% of portfolio
-
Plancorp, LLC4.6MShares$334 Million10.8% of portfolio