Mills Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History

Mills Wealth Advisors LLC

$145 Billion
Q3 2024

A detailed history of Mills Wealth Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 679,942 shares of DFAC stock, worth $23.2 Million. This represents 16.05% of its overall portfolio holdings.

Number of Shares

679,942

Previous 634,742 7.12%

Holding current value

$23.2 Million

Previous $20.5 Billion 13.93%

% of portfolio

16.05%

Previous 14.62%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$31.05 - $34.29 $1.4 Million - $1.55 Million	45,200 Added 7.12%	679,942 $23.3 Billion
Q2 2024 Aug 08, 2024	BUY	$30.09 - $32.37 $937,032 - $1.01 Million	31,141 Added 5.16%	634,742 $20.5 Billion
Q1 2024 Jul 03, 2024	BUY	$28.62 - $31.95 $85,001 - $94,891	2,970 Added 0.49%	603,601 $19.3 Billion
Q4 2023 Jul 03, 2024	BUY	$24.91 - $29.38 $199,404 - $235,186	8,005 Added 1.35%	600,631 $17.6 Billion
Q3 2023 Jul 03, 2024	BUY	$26.05 - $28.22 $78,749 - $85,309	3,023 Added 0.51%	592,626 $15.5 Billion
Q2 2023 Jul 03, 2024	BUY	$24.86 - $27.15 $588,809 - $643,047	23,685 Added 4.19%	589,603 $16 Billion
Q1 2023 Jul 03, 2024	BUY	$24.18 - $26.58 $3.74 Million - $4.11 Million	154,764 Added 37.64%	565,918 $14.4 Billion
Q4 2022 Jul 03, 2024	BUY	$22.49 - $25.81 $9.25 Million - $10.6 Million	411,154 New	411,154 $9.98 Billion

Others Institutions Holding DFAC

# of Institutions

900

Shares Held

721M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Mills Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History