Mills Wealth Advisors LLC DIMENSIONAL ETF TRUST Transaction History

Mills Wealth Advisors LLC

  • $218 Billion
  • Q2 2025
Number of Shares
37,209
Previous 24,190 53.82%
Holding current value
$2.03 Billion
Previous $1.15 Billion 76.06%
% of portfolio
0.93%
Previous 0.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
N/A
13,019 Added 53.82%
37,209 $2.03 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
6,970 Added 40.48%
24,190 $1.15 Billion
Q4 2024

Feb 05, 2025
BUY
N/A
17,220 New
17,220 $838 Million
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