Mills Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Mills Wealth Advisors LLC

$145 Billion
Q3 2024

A detailed history of Mills Wealth Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 112,998 shares of DISV stock, worth $3.04 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares

112,998

Previous 107,903 4.72%

Holding current value

$3.04 Million

Previous $2.9 Billion 13.11%

% of portfolio

2.26%

Previous 2.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$26.06 - $29.18 $132,775 - $148,672	5,095 Added 4.72%	112,998 $3.28 Billion
Q2 2024 Aug 08, 2024	BUY	$26.23 - $28.56 $273,473 - $297,766	10,426 Added 10.7%	107,903 $2.9 Billion
Q1 2024 Jul 03, 2024	BUY	$24.73 - $27.24 $119,965 - $132,141	4,851 Added 5.24%	97,477 $2.65 Billion
Q4 2023 Jul 03, 2024	BUY	$22.43 - $25.87 $64,060 - $73,884	2,856 Added 3.18%	92,626 $2.39 Billion
Q3 2023 Jul 03, 2024	BUY	$23.27 - $25.13 $82,096 - $88,658	3,528 Added 4.09%	89,770 $2.13 Billion
Q2 2023 Jul 03, 2024	BUY	$23.01 - $24.6 $380,792 - $407,105	16,549 Added 23.75%	86,242 $2.04 Billion
Q1 2023 Jul 03, 2024	BUY	$22.4 - $24.75 $854,179 - $943,791	38,133 Added 120.83%	69,693 $1.66 Billion
Q4 2022 Jul 03, 2024	BUY	$18.45 - $22.54 $582,282 - $711,362	31,560 New	31,560 $701 Million

Others Institutions Holding DISV

# of Institutions

274

Shares Held

60.7M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

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Mills Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History