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 302,024 shares of DFIC stock, worth $8.09 Million. This represents 5.85% of its overall portfolio holdings.

Number of Shares

302,024

Previous 276,944 9.06%

Holding current value

$8.09 Million

Previous $7.28 Billion 16.73%

% of portfolio

5.85%

Previous 5.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$25.36 - $28.37 $636,028 - $711,519	25,080 Added 9.06%	302,024 $8.5 Billion
Q2 2024 Aug 08, 2024	BUY	$25.73 - $27.44 $842,837 - $898,852	32,757 Added 13.41%	276,944 $7.28 Billion
Q1 2024 Jul 03, 2024	BUY	$24.62 - $26.83 $558,898 - $609,067	22,701 Added 10.25%	244,187 $6.53 Billion
Q4 2023 Jul 03, 2024	BUY	$22.18 - $25.58 $152,154 - $175,478	6,860 Added 3.2%	221,486 $5.65 Billion
Q3 2023 Jul 03, 2024	BUY	$23.25 - $25.17 $271,536 - $293,960	11,679 Added 5.75%	214,626 $5.01 Billion
Q2 2023 Jul 03, 2024	BUY	$23.45 - $24.88 $305,623 - $324,261	13,033 Added 6.86%	202,947 $4.93 Billion
Q1 2023 Jul 03, 2024	BUY	$22.5 - $24.64 $641,677 - $702,708	28,519 Added 17.67%	189,914 $4.57 Billion
Q4 2022 Jul 03, 2024	BUY	$19.06 - $23.03 $3.08 Million - $3.72 Million	161,395 New	161,395 $3.61 Billion

Others Institutions Holding DFIC

# of Institutions

350

Shares Held

224M

Call Options Held

900

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Mills Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History