Mills Wealth Advisors LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 92,135 shares of DFAT stock, worth $4.52 Million. This represents 2.52% of its overall portfolio holdings.
Number of Shares
92,135
Previous 80,423
14.56%
Holding current value
$4.52 Million
Previous $4.48 Billion
5.98%
% of portfolio
2.52%
Previous 2.55%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
758Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$691 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$436 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$310 Million20.84% of portfolio
-
Savant Capital, LLC5.13MShares$252 Million2.33% of portfolio