Mills Wealth Advisors LLC Dimensional ETF Tr Short Durat Transaction History

Mills Wealth Advisors LLC

$246 Billion
Q3 2025

A detailed history of Mills Wealth Advisors LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 110,616 shares of DFSD stock, worth $5.33 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares

110,616

Previous 88,974 24.32%

Holding current value

$5.33 Million

Previous $4.27 Billion 24.79%

% of portfolio

2.17%

Previous 1.96%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$47.86 - $48.43 $1.04 Million - $1.05 Million	21,642 Added 24.32%	110,616 $5.33 Billion
Q2 2025 Jul 30, 2025	BUY	$47.09 - $48.01 $2.29 Million - $2.33 Million	48,551 Added 120.11%	88,974 $4.27 Billion
Q1 2025 Apr 29, 2025	BUY	$46.74 - $47.55 $1.89 Million - $1.92 Million	40,423 New	40,423 $1.92 Billion
Q1 2024 Jul 03, 2024	SELL	$46.78 - $47.19 $22,501 - $22,698	-481 Reduced 7.96%	5,560 $262 Million
Q4 2023 Jul 03, 2024	SELL	$46.16 - $47.09 $2,215 - $2,260	-48 Reduced 0.79%	6,041 $284 Million

Q3 2023 Jul 03, 2024	BUY	$46.24 - $46.65 $38,934 - $39,279	842 Added 16.05%	6,089 $282 Million
Q2 2023 Jul 03, 2024	BUY	$46.28 - $46.83 $242,831 - $245,717	5,247 New	5,247 $243 Million

Others Institutions Holding DFSD

# of Institutions

388

Shares Held

84.7M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Mills Wealth Advisors LLC Dimensional ETF Tr Short Durat Transaction History