Mills Wealth Advisors LLC Dimensional ETF Tr U S Small C Transaction History
Mills Wealth Advisors LLC
- $145 Billion
- Q3 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 10,048 shares of DFAS stock, worth $656,033. This represents 0.45% of its overall portfolio holdings.
Number of Shares
10,048
Previous 7,689
30.68%
Holding current value
$656,033
Previous $462 Million
41.08%
% of portfolio
0.45%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$732 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$457 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$435 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$321 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$178 Million1.82% of portfolio