Mills Wealth Advisors LLC Dimensional ETF Tr Transaction History

Mills Wealth Advisors LLC

$218 Billion
Q2 2025

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 22,822 shares of DFIV stock, worth $1.02 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

22,822

Previous 23,873 4.4%

Holding current value

$1.02 Million

Previous $940 Million 4.03%

% of portfolio

0.45%

Previous 0.5%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$34.67 - $43.21 $36,438 - $45,413	-1,051 Reduced 4.4%	22,822 $977 Million
Q1 2025 Apr 29, 2025	SELL	$35.33 - $40.77 $32,114 - $37,059	-909 Reduced 3.67%	23,873 $940 Million
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

723

Shares Held

234M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Mills Wealth Advisors LLC Dimensional ETF Tr Transaction History