Milestone Asset Management Group, LLC Dimensional ETF Tr Transaction History

Milestone Asset Management Group, LLC

  • $159 Billion
  • Q3 2025

A detailed history of Milestone Asset Management Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 8,250 shares of DFAX stock, worth $264,082. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,250
Previous 8,213 0.45%
Holding current value
$264,082
Previous $241 Million 7.33%
% of portfolio
0.16%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$29.25 - $31.56 $1,082 - $1,167
37 Added 0.45%
8,250 $259 Million
Q2 2025

Aug 01, 2025
BUY
$23.37 - $29.39 $1,822 - $2,292
78 Added 0.96%
8,213 $241 Million
Q1 2025

May 06, 2025
BUY
$24.45 - $27.2 $146 - $163
6 Added 0.07%
8,135 $213 Million
Q4 2024

Mar 27, 2025
BUY
$24.76 - $27.04 $201,274 - $219,808
8,129 New
8,129 $202 Million

Others Institutions Holding DFAX

# of Institutions
666
Shares Held
257M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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