Mills Wealth Advisors LLC DIMENSIONAL ETF TRUST Transaction History

Mills Wealth Advisors LLC

  • $246 Billion
  • Q3 2025
Number of Shares
43,378
Previous 37,209 16.58%
Holding current value
$2.45 Billion
Previous $2.03 Billion 20.83%
% of portfolio
1.0%
Previous 0.93%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
N/A
6,169 Added 16.58%
43,378 $2.45 Billion
Q2 2025

Jul 30, 2025
BUY
N/A
13,019 Added 53.82%
37,209 $2.03 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
6,970 Added 40.48%
24,190 $1.15 Billion
Q4 2024

Feb 05, 2025
BUY
N/A
17,220 New
17,220 $838 Million
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