Mills Wealth Advisors LLC DIMENSIONAL ETF TRUST Transaction History

Mills Wealth Advisors LLC

  • $218 Billion
  • Q2 2025
Number of Shares
16,236
Previous 21,727 25.27%
Holding current value
$824 Million
Previous $1.1 Billion 25.24%
% of portfolio
0.38%
Previous 0.59%

Shares

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

Jul 30, 2025
SELL
N/A
-5,491 Reduced 25.27%
16,236 $824 Million
Q1 2025

Apr 29, 2025
SELL
N/A
-11,767 Reduced 35.13%
21,727 $1.1 Billion
Q4 2024

Feb 05, 2025
SELL
N/A
-22,609 Reduced 40.3%
33,494 $1.69 Billion
Q3 2024

Oct 21, 2024
SELL
N/A
-4,694 Reduced 7.72%
56,103 $2.85 Billion
Q2 2024

Aug 08, 2024
BUY
N/A
8,028 Added 15.21%
60,797 $3.08 Billion
Q1 2024

Jul 03, 2024
BUY
N/A
20,711 Added 64.6%
52,769 $2.67 Billion
Q4 2023

Jul 03, 2024
BUY
N/A
32,058 New
32,058 $1.61 Billion
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