Mills Wealth Advisors LLC Dimensional ETF Tr Short Durat Transaction History

Mills Wealth Advisors LLC

  • $188 Billion
  • Q1 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 40,423 shares of DFSD stock, worth $1.93 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
40,423
Holding current value
$1.93 Million
% of portfolio
1.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
338
Shares Held
68.3M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

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