Mills Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Mills Wealth Advisors LLC
- $176 Billion
- Q4 2024
A detailed history of Mills Wealth Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 349,422 shares of DFIC stock, worth $9.86 Million. This represents 5.14% of its overall portfolio holdings.
Number of Shares
349,422
Previous 302,024
15.69%
Holding current value
$9.86 Million
Previous $8.5 Billion
6.26%
% of portfolio
5.14%
Previous 5.85%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
441Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57.1 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$832 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$774 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$462 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$173 Million10.37% of portfolio