Mills Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Mills Wealth Advisors LLC
- $145 Billion
- Q3 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 302,024 shares of DFIC stock, worth $8.09 Million. This represents 5.85% of its overall portfolio holdings.
Number of Shares
302,024
Previous 276,944
9.06%
Holding current value
$8.09 Million
Previous $7.28 Billion
16.73%
% of portfolio
5.85%
Previous 5.2%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
348Shares Held
225MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$637 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$625 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$422 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$126 Million16.75% of portfolio