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

Mills Wealth Advisors LLC

$218 Billion
Q2 2025

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 35,995 shares of DFNM stock, worth $1.71 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

35,995

Previous 51,169 29.65%

Holding current value

$1.71 Million

Previous $2.43 Billion 29.86%

% of portfolio

0.78%

Previous 1.29%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$46.77 - $47.89 $709,687 - $726,682	-15,174 Reduced 29.65%	35,995 $1.71 Billion
Q1 2025 Apr 29, 2025	SELL	$47.35 - $48.24 $198,964 - $202,704	-4,202 Reduced 7.59%	51,169 $2.43 Billion
Q4 2024 Feb 05, 2025	SELL	$47.65 - $48.6 $896,010 - $913,874	-18,804 Reduced 25.35%	55,371 $2.65 Billion
Q3 2024 Oct 21, 2024	SELL	$47.7 - $48.54 $1.33 Million - $1.35 Million	-27,912 Reduced 27.34%	74,175 $3.6 Billion
Q2 2024 Aug 08, 2024	SELL	$47.4 - $48.0 $896,902 - $908,256	-18,922 Reduced 15.64%	102,087 $4.88 Billion
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	$46.51 - $48.03 $3.84 Million - $3.97 Million	82,630 New	82,630 $3.95 Billion

Others Institutions Holding DFNM

# of Institutions

249

Shares Held

26.7M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

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