Mills Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Mills Wealth Advisors LLC
- $145 Billion
- Q3 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 236,809 shares of DIHP stock, worth $6.19 Million. This represents 4.52% of its overall portfolio holdings.
Number of Shares
236,809
Previous 221,703
6.81%
Holding current value
$6.19 Million
Previous $5.84 Billion
12.41%
% of portfolio
4.52%
Previous 4.17%
Shares
8 transactions
Others Institutions Holding DIHP
# of Institutions
198Shares Held
100MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc17.5MShares$458 Million0.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.4MShares$454 Million1.16% of portfolio
-
Savant Capital, LLC8.48MShares$222 Million2.0% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$157 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC5.92MShares$155 Million11.81% of portfolio