Milestone Investment Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Milestone Investment Advisors LLC
- $370 Million
- Q1 2024
A detailed history of Milestone Investment Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 87,254 shares of DIHP stock, worth $2.3 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
87,254
Previous 32,164
171.28%
Holding current value
$2.3 Million
Previous $825,000
184.85%
% of portfolio
0.64%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding DIHP
# of Institutions
182Shares Held
79.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc14.9MShares$391 Million0.15% of portfolio
-
Mercer Global Advisors Inc Denver, CO14.6MShares$385 Million1.12% of portfolio
-
Forum Financial Management, LP Lombard, IL6.08MShares$160 Million3.17% of portfolio
-
Vista Wealth Management Group, LLC5.84MShares$154 Million12.39% of portfolio
-
Carlson Capital Management3.83MShares$101 Million8.21% of portfolio