Mills Wealth Advisors LLC DIMENSIONAL ETF TRUST Transaction History

Mills Wealth Advisors LLC

  • $188 Billion
  • Q1 2025
Number of Shares
7,339
Previous 3,869 89.69%
Holding current value
$450 Million
Previous $242 Million 86.1%
% of portfolio
0.24%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
N/A
3,470 Added 89.69%
7,339 $450 Million
Q4 2024

Feb 05, 2025
BUY
N/A
3,869 New
3,869 $242 Million
Track This Portfolio

Track Mills Wealth Advisors LLC Portfolio

Follow Mills Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email