Mills Wealth Advisors LLC Dimensional ETF Tr Short Durat Transaction History
Mills Wealth Advisors LLC
- $136 Billion
- Q1 2024
A detailed history of Mills Wealth Advisors LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 5,560 shares of DFSD stock, worth $262,320. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,560
Previous 6,041
7.96%
Holding current value
$262,320
Previous $284 Million
7.91%
% of portfolio
0.19%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
223Shares Held
35.2MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.25MShares$106 Million10.59% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA1.95MShares$91.8 Million15.85% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.77MShares$83.5 Million1.34% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.58MShares$74.5 Million0.12% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.58MShares$74.4 Million0.84% of portfolio