Milestone Asset Management Group, LLC Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 12,848 shares of DFUS stock, worth $887,925. This represents 0.7% of its overall portfolio holdings.
Number of Shares
12,848
Previous 12,871
0.18%
Holding current value
$887,925
Previous $821 Million
5.3%
% of portfolio
0.7%
Previous 0.73%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
780Shares Held
194MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.94 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$550 Million5.21% of portfolio
-
Maseco LLP London,7.9MShares$546 Million20.12% of portfolio
-
Index Fund Advisors, Inc.5.05MShares$349 Million19.78% of portfolio
-
Plancorp, LLC4.6MShares$318 Million10.8% of portfolio