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 236,809 shares of DIHP stock, worth $6.02 Million. This represents 4.52% of its overall portfolio holdings.
Number of Shares
236,809
Previous 221,703
6.81%
Holding current value
$6.02 Million
Previous $5.84 Billion
12.41%
% of portfolio
4.52%
Previous 4.17%
Shares
8 transactions
Others Institutions Holding DIHP
# of Institutions
208Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$571 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$563 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$216 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$154 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$153 Million3.18% of portfolio