Mills Wealth Advisors LLC Dimensional ETF Tr Emerging Mk Transaction History
Mills Wealth Advisors LLC
- $145 Billion
- Q3 2024
A detailed history of Mills Wealth Advisors LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 214,008 shares of DFEM stock, worth $5.65 Million. This represents 4.15% of its overall portfolio holdings.
Number of Shares
214,008
Previous 189,963
12.66%
Holding current value
$5.65 Million
Previous $5.08 Billion
18.64%
% of portfolio
4.15%
Previous 3.63%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$411 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$152 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio