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 285,113 shares of DUHP stock, worth $10 Million. This represents 5.48% of its overall portfolio holdings.

Number of Shares
285,113
Previous 256,226 11.27%
Holding current value
$10 Million
Previous $8.73 Billion 10.36%
% of portfolio
5.48%
Previous 6.01%

Shares

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

Feb 05, 2025
BUY
$33.62 - $35.69 $971,180 - $1.03 Million
28,887 Added 11.27%
285,113 $9.63 Billion
Q3 2024

Oct 21, 2024
BUY
$30.74 - $34.07 $889,000 - $985,304
28,920 Added 12.72%
256,226 $8.73 Billion
Q2 2024

Aug 08, 2024
BUY
$29.72 - $32.4 $694,110 - $756,702
23,355 Added 11.45%
227,306 $7.27 Billion
Q1 2024

Jul 03, 2024
SELL
$28.16 - $31.61 $269,857 - $302,918
-9,583 Reduced 4.49%
203,951 $6.45 Billion
Q4 2023

Jul 03, 2024
BUY
$24.79 - $28.64 $376,336 - $434,783
15,181 Added 7.65%
213,534 $6.11 Billion
Q3 2023

Jul 03, 2024
SELL
$25.64 - $27.32 $141,173 - $150,423
-5,506 Reduced 2.7%
198,353 $5.1 Billion
Q2 2023

Jul 03, 2024
BUY
$24.51 - $26.54 $334,414 - $362,111
13,644 Added 7.17%
203,859 $5.41 Billion
Q1 2023

Jul 03, 2024
BUY
$23.91 - $25.61 $775,688 - $830,839
32,442 Added 20.56%
190,215 $4.78 Billion
Q4 2022

Jul 03, 2024
BUY
$21.59 - $25.35 $3.41 Million - $4 Million
157,773 New
157,773 $3.79 Billion

Others Institutions Holding DUHP

# of Institutions
389
Shares Held
219M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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