Mills Wealth Advisors LLC Dimensional ETF Tr Transaction History
Mills Wealth Advisors LLC
- $145 Billion
- Q3 2024
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
409Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$191 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
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Modera Wealth Management, LLC3.68MShares$145 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$138 Million43.58% of portfolio
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Allworth Financial LP2.88MShares$114 Million0.71% of portfolio