Mills Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Mills Wealth Advisors LLC
- $218 Billion
- Q2 2025
A detailed history of Mills Wealth Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 915,763 shares of DFAC stock, worth $33.7 Million. This represents 15.05% of its overall portfolio holdings.
Number of Shares
915,763
Previous 766,235
19.51%
Holding current value
$33.7 Million
Previous $25.3 Billion
29.84%
% of portfolio
15.05%
Previous 13.43%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
1,118Shares Held
829MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.02 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$642 Million0.22% of portfolio