Mills Wealth Advisors LLC Dimensional ETF Tr Core Fxd In Transaction History
Mills Wealth Advisors LLC
- $136 Billion
- Q1 2024
A detailed history of Mills Wealth Advisors LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 60,763 shares of DFCF stock, worth $2.54 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
60,763
Previous 62,246
2.38%
Holding current value
$2.54 Million
Previous $2.64 Billion
3.42%
% of portfolio
1.87%
Previous 2.01%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
289Shares Held
78.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$416 Million12.05% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA6.95MShares$291 Million10.95% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$110 Million11.04% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.27MShares$95 Million24.6% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.88MShares$78.6 Million1.26% of portfolio