Mills Wealth Advisors LLC Dimensional ETF Tr Transaction History

Mills Wealth Advisors LLC

$140 Billion
Q2 2024

A detailed history of Mills Wealth Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 49,423 shares of DFAE stock, worth $1.37 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

49,423

Previous 49,411 0.02%

Holding current value

$1.37 Million

Previous $1.22 Billion 4.67%

% of portfolio

0.91%

Previous 0.9%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$24.03 - $26.3 $288 - $315	12 Added 0.02%	49,423 $1.28 Billion
Q1 2024 Jul 03, 2024	SELL	$22.74 - $24.88 $300,281 - $328,540	-13,205 Reduced 21.09%	49,411 $1.22 Billion
Q4 2023 Jul 03, 2024	SELL	$21.63 - $24.11 $346 - $385	-16 Reduced 0.03%	62,616 $1.51 Billion
Q3 2023 Jul 03, 2024	SELL	$22.43 - $24.83 $128,770 - $142,549	-5,741 Reduced 8.4%	62,632 $1.41 Billion
Q2 2023 Jul 03, 2024	BUY	$22.38 - $24.3 $76,450 - $83,008	3,416 Added 5.26%	68,373 $1.6 Billion
Q1 2023 Jul 03, 2024	SELL	$21.78 - $24.36 $346,389 - $387,421	-15,904 Reduced 19.67%	64,957 $1.5 Billion
Q4 2022 Jul 03, 2024	BUY	$19.67 - $22.73 $1.59 Million - $1.84 Million	80,861 New	80,861 $1.77 Billion

Others Institutions Holding DFAE

# of Institutions

455

Shares Held

127M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Mills Wealth Advisors LLC Dimensional ETF Tr Transaction History