Mills Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Mills Wealth Advisors LLC

  • $188 Billion
  • Q1 2025

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 387,987 shares of DFIC stock, worth $11.9 Million. This represents 5.72% of its overall portfolio holdings.

Number of Shares
387,987
Previous 349,422 11.04%
Holding current value
$11.9 Million
Previous $9.03 Billion 19.31%
% of portfolio
5.72%
Previous 5.14%

Shares

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

Apr 29, 2025
BUY
$25.54 - $28.79 $984,950 - $1.11 Million
38,565 Added 11.04%
387,987 $10.8 Billion
Q4 2024

Feb 05, 2025
BUY
$25.61 - $28.0 $1.21 Million - $1.33 Million
47,398 Added 15.69%
349,422 $9.03 Billion
Q3 2024

Oct 21, 2024
BUY
$25.36 - $28.37 $636,028 - $711,519
25,080 Added 9.06%
302,024 $8.5 Billion
Q2 2024

Aug 08, 2024
BUY
$25.73 - $27.44 $842,837 - $898,852
32,757 Added 13.41%
276,944 $7.28 Billion
Q1 2024

Jul 03, 2024
BUY
$24.62 - $26.83 $558,898 - $609,067
22,701 Added 10.25%
244,187 $6.53 Billion
Q4 2023

Jul 03, 2024
BUY
$22.18 - $25.58 $152,154 - $175,478
6,860 Added 3.2%
221,486 $5.65 Billion
Q3 2023

Jul 03, 2024
BUY
$23.25 - $25.17 $271,536 - $293,960
11,679 Added 5.75%
214,626 $5.01 Billion
Q2 2023

Jul 03, 2024
BUY
$23.45 - $24.88 $305,623 - $324,261
13,033 Added 6.86%
202,947 $4.93 Billion
Q1 2023

Jul 03, 2024
BUY
$22.5 - $24.64 $641,677 - $702,708
28,519 Added 17.67%
189,914 $4.57 Billion
Q4 2022

Jul 03, 2024
BUY
$19.06 - $23.03 $3.08 Million - $3.72 Million
161,395 New
161,395 $3.61 Billion

Others Institutions Holding DFIC

# of Institutions
471
Shares Held
279M
Call Options Held
6.6K
Put Options Held
3.9K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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