Mills Wealth Advisors LLC Dimensional ETF Tr Transaction History
Mills Wealth Advisors LLC
- $136 Billion
- Q1 2024
A detailed history of Mills Wealth Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 25,794 shares of DFIV stock, worth $938,901. This represents 0.7% of its overall portfolio holdings.
Number of Shares
25,794
Previous 25,794
-0.0%
Holding current value
$938,901
Previous $886 Million
6.96%
% of portfolio
0.7%
Previous 0.68%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
508Shares Held
168MCall Options Held
400Put Options Held
0-
Mercer Global Advisors Inc Denver, CO14.8MShares$540 Million1.55% of portfolio
-
Envestnet Asset Management Inc12.8MShares$467 Million0.18% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.3MShares$411 Million4.71% of portfolio
-
Northern Trust Corp Chicago, IL6.52MShares$237 Million0.04% of portfolio
-
Savant Capital, LLC6.3MShares$229 Million2.68% of portfolio