Mills Wealth Advisors LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Mills Wealth Advisors LLC

$176 Billion
Q4 2024

A detailed history of Mills Wealth Advisors LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 55,371 shares of DFNM stock, worth $2.66 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

55,371

Previous 74,175 25.35%

Holding current value

$2.66 Million

Previous $3.6 Billion 26.53%

% of portfolio

1.5%

Previous 2.48%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$47.65 - $48.6 $896,010 - $913,874	-18,804 Reduced 25.35%	55,371 $2.65 Billion
Q3 2024 Oct 21, 2024	SELL	$47.7 - $48.54 $1.33 Million - $1.35 Million	-27,912 Reduced 27.34%	74,175 $3.6 Billion
Q2 2024 Aug 08, 2024	SELL	$47.4 - $48.0 $896,902 - $908,256	-18,922 Reduced 15.64%	102,087 $4.88 Billion
Q1 2024 Jul 03, 2024	SELL	$48.08 - $48.49 $5.52 Million - $5.57 Million	-114,771 Reduced 48.68%	121,009 $5.82 Billion
Q4 2023 Jul 03, 2024	SELL	$46.17 - $48.51 $37,859 - $39,778	-820 Reduced 0.35%	235,780 $11.4 Billion
Q3 2023 Jul 03, 2024	BUY	$46.44 - $47.81 $7.52 Million - $7.74 Million	161,966 Added 217.01%	236,600 $11 Billion
Q2 2023 Jul 03, 2024	SELL	$47.15 - $48.62 $268,000 - $276,356	-5,684 Reduced 7.08%	74,634 $3.55 Billion
Q1 2023 Jul 03, 2024	SELL	$47.4 - $48.69 $109,588 - $112,571	-2,312 Reduced 2.8%	80,318 $3.88 Billion
Q4 2022 Jul 03, 2024	BUY	$46.51 - $48.03 $3.84 Million - $3.97 Million	82,630 New	82,630 $3.95 Billion

Others Institutions Holding DFNM

# of Institutions

236

Shares Held

24.9M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Mills Wealth Advisors LLC Dimensional ETF Tr Natl Mun Bd Transaction History