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

Mills Wealth Advisors LLC

  • $145 Billion
  • Q3 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 74,175 shares of DFNM stock, worth $3.55 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares
74,175
Previous 102,087 27.34%
Holding current value
$3.55 Million
Previous $4.88 Billion 26.17%
% of portfolio
2.48%
Previous 3.48%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
186
Shares Held
21.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR NATL MUN BD

DFNM Quotes by TradingView
  • Ticker DFNM
  • Sector ETFs
  • Industry ETFs
More about DFNM
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