Mills Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Mills Wealth Advisors LLC
- $188 Billion
- Q1 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 766,235 shares of DFAC stock, worth $26.2 Million. This represents 13.43% of its overall portfolio holdings.
Number of Shares
766,235
Previous 708,782
8.11%
Holding current value
$26.2 Million
Previous $24.5 Billion
3.11%
% of portfolio
13.43%
Previous 13.95%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
1,091Shares Held
811MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.84 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.78 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.29 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$594 Million0.23% of portfolio