Mills Wealth Advisors LLC Dimensional ETF Tr Core Fxd In Transaction History
Mills Wealth Advisors LLC
- $145 Billion
- Q3 2024
A detailed history of Mills Wealth Advisors LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 43,501 shares of DFCF stock, worth $1.82 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
43,501
Previous 60,406
27.99%
Holding current value
$1.82 Million
Previous $2.51 Billion
25.12%
% of portfolio
1.29%
Previous 1.79%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
325Shares Held
91.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.3MShares$429 Million12.38% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA7.66MShares$320 Million11.84% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.78MShares$116 Million11.43% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.41MShares$101 Million24.22% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.31MShares$96.4 Million1.23% of portfolio