Mills Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Mills Wealth Advisors LLC
- $218 Billion
- Q2 2025
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 442,552 shares of DFIC stock, worth $14.1 Million. This represents 6.31% of its overall portfolio holdings.
Number of Shares
442,552
Previous 387,987
14.06%
Holding current value
$14.1 Million
Previous $10.8 Billion
27.7%
% of portfolio
6.31%
Previous 5.72%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
503Shares Held
294MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$983 Million2.0% of portfolio
-
Envestnet Asset Management Inc28.8MShares$915 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$508 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$196 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$164 Million0.2% of portfolio