Mills Wealth Advisors LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 69,296 shares of DFAT stock, worth $3.8 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares

69,296

Previous 64,966 6.67%

Holding current value

$3.8 Million

Previous $3.37 Billion 14.4%

% of portfolio

2.65%

Previous 2.41%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$51.0 - $57.07 $220,830 - $247,113	4,330 Added 6.67%	69,296 $3.85 Billion
Q2 2024 Aug 08, 2024	BUY	$50.18 - $54.47 $317,789 - $344,958	6,333 Added 10.8%	64,966 $3.37 Billion
Q1 2024 Jul 03, 2024	BUY	$49.45 - $54.43 $156,707 - $172,488	3,169 Added 5.71%	58,633 $3.19 Billion
Q4 2023 Jul 03, 2024	BUY	$42.71 - $53.09 $235,673 - $292,950	5,518 Added 11.05%	55,464 $2.9 Billion
Q3 2023 Jul 03, 2024	SELL	$45.07 - $49.71 $124,979 - $137,845	-2,773 Reduced 5.26%	49,946 $2.28 Billion
Q2 2023 Jul 03, 2024	BUY	$41.44 - $46.39 $309,515 - $346,486	7,469 Added 16.51%	52,719 $2.45 Billion
Q1 2023 Jul 03, 2024	BUY	$42.38 - $49.75 $613,196 - $719,832	14,469 Added 47.01%	45,250 $2.01 Billion
Q4 2022 Jul 03, 2024	BUY	$40.24 - $46.91 $1.24 Million - $1.44 Million	30,781 New	30,781 $1.35 Billion

Others Institutions Holding DFAT

# of Institutions

654

Shares Held

156M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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Mills Wealth Advisors LLC Dimensional ETF Tr U S Target Transaction History