Mills Wealth Advisors LLC Dimensional ETF Tr Short Durat Transaction History

Mills Wealth Advisors LLC

$218 Billion
Q2 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 88,974 shares of DFSD stock, worth $4.28 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

88,974

Previous 40,423 120.11%

Holding current value

$4.28 Million

Previous $1.92 Billion 122.38%

% of portfolio

1.96%

Previous 1.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

360

Shares Held

74.5M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mills Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mills Wealth Advisors LLC with notifications on news.

Account

Mills Wealth Advisors LLC Dimensional ETF Tr Short Durat Transaction History