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 $4.81 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
84,454
Previous 80,740
4.6%
Holding current value
$4.81 Million
Previous $4.36 Billion
12.85%
% of portfolio
2.0%
Previous 2.0%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio