Mills Wealth Advisors LLC Dimensional ETF Tr U S Target Transaction History
Mills Wealth Advisors LLC
- $218 Billion
- Q2 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 80,740 shares of DFAT stock, worth $4.42 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
80,740
Previous 92,135
12.37%
Holding current value
$4.42 Million
Previous $4.74 Billion
8.17%
% of portfolio
2.0%
Previous 2.52%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
774Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$771 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$681 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$512 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$338 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$271 Million1.74% of portfolio