Mills Wealth Advisors LLC Dimensional ETF Tr U S Target Transaction History
Mills Wealth Advisors LLC
- $246 Billion
- Q3 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 84,454 shares of DFAT stock, worth $4.87 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
84,454
Previous 80,740
4.6%
Holding current value
$4.87 Million
Previous $4.36 Billion
12.85%
% of portfolio
2.0%
Previous 2.0%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
792Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$539 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$356 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$285 Million1.74% of portfolio