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 86,520 shares of DFEV stock, worth $2.43 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
86,520
Previous 77,986
10.94%
Holding current value
$2.43 Million
Previous $1.97 Billion
14.29%
% of portfolio
1.65%
Previous 1.5%
Shares
6 transactions
Others Institutions Holding DFEV
# of Institutions
130Shares Held
15MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.16MShares$60.7 Million4.19% of portfolio
-
Ritholtz Wealth Management924KShares$26 Million0.84% of portfolio
-
True Wealth Design, LLC Akron, OH767KShares$21.6 Million4.96% of portfolio
-
Marquette Asset Management, LLC620KShares$17.4 Million2.8% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA573KShares$16.1 Million0.17% of portfolio