Mills Wealth Advisors LLC Dimensional ETF Tr Emerging Mk Transaction History
Mills Wealth Advisors LLC
- $145 Billion
- Q3 2024
A detailed history of Mills Wealth Advisors LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 214,008 shares of DFEM stock, worth $5.69 Million. This represents 4.15% of its overall portfolio holdings.
Number of Shares
214,008
Previous 189,963
12.66%
Holding current value
$5.69 Million
Previous $5.08 Billion
18.64%
% of portfolio
4.15%
Previous 3.63%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
346Shares Held
131MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$414 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$153 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$118 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$106 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio