Mills Wealth Advisors LLC Dimensional ETF Tr Transaction History
Mills Wealth Advisors LLC
- $136 Billion
- Q1 2024
A detailed history of Mills Wealth Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 35,115 shares of DFAI stock, worth $1.06 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
35,115
Previous 53,113
33.89%
Holding current value
$1.06 Million
Previous $1.52 Billion
30.24%
% of portfolio
0.78%
Previous 1.16%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
493Shares Held
135MCall Options Held
400Put Options Held
177K-
Sym Financial Corp6.09MShares$183 Million30.43% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.28MShares$159 Million23.76% of portfolio
-
Bank Of America Corp Charlotte, NC4.69MShares$141 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.85MShares$116 Million0.18% of portfolio
-
Moisand Fitzgerald Tamayo, LLC3.33MShares$100 Million15.43% of portfolio