Mills Wealth Advisors LLC Dimensional ETF Tr U S Small C Transaction History
Mills Wealth Advisors LLC
- $136 Billion
- Q1 2024
A detailed history of Mills Wealth Advisors LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 6,955 shares of DFAS stock, worth $412,292. This represents 0.32% of its overall portfolio holdings.
Number of Shares
6,955
Previous 5,136
35.42%
Holding current value
$412,292
Previous $306 Million
41.59%
% of portfolio
0.32%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
638Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$636 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$403 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$364 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$252 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$162 Million1.93% of portfolio