Mills Wealth Advisors LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Mills Wealth Advisors LLC

$136 Billion
Q1 2024

A detailed history of Mills Wealth Advisors LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 121,009 shares of DFNM stock, worth $5.8 Million. This represents 4.27% of its overall portfolio holdings.

Number of Shares

121,009

Previous 235,780 48.68%

Holding current value

$5.8 Million

Previous $11.4 Billion 49.12%

% of portfolio

4.27%

Previous 8.71%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jul 03, 2024	SELL	$48.08 - $48.49 $5.52 Million - $5.57 Million	-114,771 Reduced 48.68%	121,009 $5.82 Billion
Q4 2023 Jul 03, 2024	SELL	$46.17 - $48.51 $37,859 - $39,778	-820 Reduced 0.35%	235,780 $11.4 Billion
Q3 2023 Jul 03, 2024	BUY	$46.44 - $47.81 $7.52 Million - $7.74 Million	161,966 Added 217.01%	236,600 $11 Billion
Q2 2023 Jul 03, 2024	SELL	$47.15 - $48.62 $268,000 - $276,356	-5,684 Reduced 7.08%	74,634 $3.55 Billion
Q1 2023 Jul 03, 2024	SELL	$47.4 - $48.69 $109,588 - $112,571	-2,312 Reduced 2.8%	80,318 $3.88 Billion

Q4 2022 Jul 03, 2024	BUY	$46.53 - $48.03 $3.84 Million - $3.97 Million	82,630 New	82,630 $3.95 Billion

Others Institutions Holding DFNM

# of Institutions

173

Shares Held

20.3M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Mills Wealth Advisors LLC Dimensional ETF Tr Natl Mun Bd Transaction History