Mills Wealth Advisors LLC DIMENSIONAL ETF TRUST Transaction History

Mills Wealth Advisors LLC

  • $136 Billion
  • Q1 2024
Number of Shares
51,965
Previous 36,034 44.21%
Holding current value
$1.56 Billion
Previous $975 Million 59.88%
% of portfolio
1.14%
Previous 0.74%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jul 03, 2024
BUY
N/A
15,931 Added 44.21%
51,965 $1.56 Billion
Q4 2023

Jul 03, 2024
BUY
N/A
7,472 Added 26.16%
36,034 $975 Million
Q3 2023

Jul 03, 2024
BUY
N/A
2,356 Added 8.99%
28,562 $709 Million
Q2 2023

Jul 03, 2024
BUY
N/A
1,827 Added 7.49%
26,206 $666 Million
Q1 2023

Jul 03, 2024
BUY
N/A
381 Added 1.59%
24,379 $599 Million
Q4 2022

Jul 03, 2024
BUY
N/A
23,998 New
23,998 $589 Million
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