Mills Wealth Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Mills Wealth Advisors LLC

  • $176 Billion
  • Q4 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 119,383 shares of DISV stock, worth $3.31 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares
119,383
Previous 112,998 5.65%
Holding current value
$3.31 Million
Previous $3.28 Billion 3.4%
% of portfolio
1.8%
Previous 2.26%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$26.18 - $28.77 $167,159 - $183,696
6,385 Added 5.65%
119,383 $3.17 Billion
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
295
Shares Held
63.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
Track This Portfolio

Track Mills Wealth Advisors LLC Portfolio

Follow Mills Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email