Mills Wealth Advisors LLC Dimensional ETF Tr Transaction History
Mills Wealth Advisors LLC
- $145 Billion
- Q3 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 25,132 shares of DFIV stock, worth $878,363. This represents 0.66% of its overall portfolio holdings.
Number of Shares
25,132
Previous 25,794
2.57%
Holding current value
$878,363
Previous $927 Million
3.24%
% of portfolio
0.66%
Previous 0.66%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$678 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$662 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$390 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$271 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$236 Million0.04% of portfolio