Mills Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Mills Wealth Advisors LLC
- $136 Billion
- Q1 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 193,572 shares of DIHP stock, worth $5.15 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
193,572
Previous 172,478
12.23%
Holding current value
$5.15 Million
Previous $4.43 Billion
17.83%
% of portfolio
3.83%
Previous 3.37%
Shares
6 transactions
Others Institutions Holding DIHP
# of Institutions
184Shares Held
79.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc14.9MShares$395 Million0.15% of portfolio
-
Mercer Global Advisors Inc Denver, CO14.6MShares$389 Million1.12% of portfolio
-
Forum Financial Management, LP Lombard, IL6.08MShares$162 Million3.17% of portfolio
-
Vista Wealth Management Group, LLC5.84MShares$155 Million12.39% of portfolio
-
Carlson Capital Management3.83MShares$102 Million8.21% of portfolio