Mills Wealth Advisors LLC Dimensional ETF Tr Dimensional Call Options Transaction History

Mills Wealth Advisors LLC

$145 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFIC

# of Institutions

350

Shares Held

224M

Call Options Held

900

Put Options Held

0

Envestnet Asset Management Inc

23.8M
Shares

$637 Million
0.22% of portfolio
Mercer Global Advisors Inc Denver, CO

23.3M
Shares

$625 Million
1.55% of portfolio
Forum Financial Management, LP Lombard, IL

15.8M
Shares

$422 Million
8.47% of portfolio
Evensky & Katz LLC

5.9M
Shares

$158 Million
10.81% of portfolio
Rw Investment Management LLC Eagle, ID

4.71M
Shares

$126 Million
16.75% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mills Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mills Wealth Advisors LLC with notifications on news.