Mills Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Mills Wealth Advisors LLC
- $136 Billion
- Q1 2024
A detailed history of Mills Wealth Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 244,187 shares of DFIC stock, worth $6.5 Million. This represents 4.79% of its overall portfolio holdings.
Number of Shares
244,187
Previous 221,486
10.25%
Holding current value
$6.5 Million
Previous $5.65 Billion
15.52%
% of portfolio
4.79%
Previous 4.31%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
327Shares Held
198MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$571 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$566 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$425 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$148 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$121 Million16.95% of portfolio