Mills Wealth Advisors LLC Dimensional ETF Tr Transaction History

Mills Wealth Advisors LLC

  • $176 Billion
  • Q4 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 24,782 shares of DFIV stock, worth $948,159. This represents 0.5% of its overall portfolio holdings.

Number of Shares
24,782
Previous 25,132 1.39%
Holding current value
$948,159
Previous $957 Million 8.13%
% of portfolio
0.5%
Previous 0.66%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$34.86 - $37.97 $12,201 - $13,289
-350 Reduced 1.39%
24,782 $879 Million
Q3 2024

Oct 21, 2024
SELL
$34.66 - $38.38 $22,944 - $25,407
-662 Reduced 2.57%
25,132 $957 Million
Q4 2023

Jul 03, 2024
BUY
$30.86 - $34.46 $14,195 - $15,851
460 Added 1.82%
25,794 $886 Million
Q1 2023

Jul 03, 2024
BUY
$30.43 - $33.38 $3,499 - $3,838
115 Added 0.46%
25,334 $817 Million
Q4 2022

Jul 03, 2024
BUY
$25.88 - $31.1 $652,667 - $784,310
25,219 New
25,219 $767 Million

Others Institutions Holding DFIV

# of Institutions
622
Shares Held
213M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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