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 256,226 shares of DUHP stock, worth $8.73 Million. This represents 6.01% of its overall portfolio holdings.

Number of Shares

256,226

Previous 227,306 12.72%

Holding current value

$8.73 Million

Previous $7.27 Billion 20.05%

% of portfolio

6.01%

Previous 5.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$30.74 - $34.07 $889,000 - $985,304	28,920 Added 12.72%	256,226 $8.73 Billion
Q2 2024 Aug 08, 2024	BUY	$29.72 - $32.4 $694,110 - $756,702	23,355 Added 11.45%	227,306 $7.27 Billion
Q1 2024 Jul 03, 2024	SELL	$28.16 - $31.61 $269,857 - $302,918	-9,583 Reduced 4.49%	203,951 $6.45 Billion
Q4 2023 Jul 03, 2024	BUY	$24.79 - $28.64 $376,336 - $434,783	15,181 Added 7.65%	213,534 $6.11 Billion
Q3 2023 Jul 03, 2024	SELL	$25.64 - $27.32 $141,173 - $150,423	-5,506 Reduced 2.7%	198,353 $5.1 Billion
Q2 2023 Jul 03, 2024	BUY	$24.51 - $26.54 $334,414 - $362,111	13,644 Added 7.17%	203,859 $5.41 Billion
Q1 2023 Jul 03, 2024	BUY	$23.91 - $25.61 $775,688 - $830,839	32,442 Added 20.56%	190,215 $4.78 Billion
Q4 2022 Jul 03, 2024	BUY	$21.59 - $25.35 $3.41 Million - $4 Million	157,773 New	157,773 $3.79 Billion

Others Institutions Holding DUHP

# of Institutions

328

Shares Held

207M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

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 Dimensional Transaction History