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

Mills Wealth Advisors LLC

$140 Billion
Q2 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 102,087 shares of DFNM stock, worth $4.94 Million. This represents 3.48% of its overall portfolio holdings.

Number of Shares

102,087

Previous 121,009 15.64%

Holding current value

$4.94 Million

Previous $5.82 Billion 16.2%

% of portfolio

3.48%

Previous 4.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

178

Shares Held

20.9M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mills Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mills Wealth Advisors LLC with notifications on news.

Account

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