Mills Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History
Mills Wealth Advisors LLC
- $246 Billion
- Q3 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 933,719 shares of DFAC stock, worth $35.9 Million. This represents 14.65% of its overall portfolio holdings.
Number of Shares
933,719
Previous 915,763
1.96%
Holding current value
$35.9 Million
Previous $32.8 Billion
9.71%
% of portfolio
14.65%
Previous 15.05%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
1,142Shares Held
837MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.5 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio