Mills Wealth Advisors LLC Dimensional ETF Tr Transaction History

Mills Wealth Advisors LLC

$145 Billion
Q3 2024

A detailed history of Mills Wealth Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 37,054 shares of DFAI stock, worth $1.12 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

37,054

Previous 35,277 5.04%

Holding current value

$1.12 Million

Previous $1.05 Billion 12.51%

% of portfolio

0.81%

Previous 0.75%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$28.69 - $32.06 $50,982 - $56,970	1,777 Added 5.04%	37,054 $1.18 Billion
Q2 2024 Aug 08, 2024	BUY	$28.93 - $30.91 $4,686 - $5,007	162 Added 0.46%	35,277 $1.05 Billion
Q1 2024 Jul 03, 2024	SELL	$27.74 - $30.27 $499,264 - $544,799	-17,998 Reduced 33.89%	35,115 $1.06 Billion
Q4 2023 Jul 03, 2024	BUY	$24.88 - $28.69 $58,741 - $67,737	2,361 Added 4.65%	53,113 $1.52 Billion
Q3 2023 Jul 03, 2024	SELL	$26.0 - $28.17 $179,062 - $194,006	-6,887 Reduced 11.95%	50,752 $1.33 Billion
Q2 2023 Jul 03, 2024	BUY	$26.46 - $28.05 $238 - $252	9 Added 0.02%	57,639 $1.57 Billion
Q1 2023 Jul 03, 2024	SELL	$25.21 - $27.45 $243,957 - $265,633	-9,677 Reduced 14.38%	57,630 $1.55 Billion
Q4 2022 Jul 03, 2024	BUY	$21.47 - $25.85 $1.45 Million - $1.74 Million	67,307 New	67,307 $1.69 Billion

Others Institutions Holding DFAI

# of Institutions

528

Shares Held

164M

Call Options Held

400

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Mills Wealth Advisors LLC Dimensional ETF Tr Transaction History