Mills Wealth Advisors LLC DIMENSIONAL ETF TRUST Transaction History

Mills Wealth Advisors LLC

  • $218 Billion
  • Q2 2025
Number of Shares
9,157
Previous 7,339 24.77%
Holding current value
$614 Million
Previous $450 Million 36.58%
% of portfolio
0.28%
Previous 0.24%

Shares

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

Jul 30, 2025
BUY
N/A
1,818 Added 24.77%
9,157 $614 Million
Q1 2025

Apr 29, 2025
BUY
N/A
3,470 Added 89.69%
7,339 $450 Million
Q4 2024

Feb 05, 2025
BUY
N/A
3,869 New
3,869 $242 Million
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