Mills Wealth Advisors LLC Dimensional ETF Tr Emerging Mk Transaction History
Mills Wealth Advisors LLC
- $136 Billion
- Q1 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 177,989 shares of DFEM stock, worth $4.86 Million. This represents 3.33% of its overall portfolio holdings.
Number of Shares
177,989
Previous 168,322
5.74%
Holding current value
$4.86 Million
Previous $4.2 Billion
7.99%
% of portfolio
3.33%
Previous 3.2%
Shares
6 transactions
Others Institutions Holding DFEM
# of Institutions
307Shares Held
116MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.8MShares$432 Million7.8% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.06MShares$138 Million0.2% of portfolio
-
Truepoint, Inc.4.08MShares$111 Million3.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.89MShares$106 Million0.16% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA3.48MShares$95.1 Million7.95% of portfolio