Mills Wealth Advisors LLC Dimensional ETF Tr U S Small C Transaction History
Mills Wealth Advisors LLC
- $176 Billion
- Q4 2024
A detailed history of Mills Wealth Advisors LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 10,961 shares of DFAS stock, worth $732,085. This represents 0.41% of its overall portfolio holdings.
Number of Shares
10,961
Previous 10,048
9.09%
Holding current value
$732,085
Previous $652 Million
9.46%
% of portfolio
0.41%
Previous 0.45%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
737Shares Held
113MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$749 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$468 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$437 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$328 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$182 Million1.82% of portfolio