Mc Mill Wealth Management Purchases in Q1 2025

Mc Mill Wealth Management

  • $277 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
71.7K
+ 36.96%
$59.61 - $66.71 $4.28M - $4.78M
266K $16.1B
DFIV
Dimensional ETF Tr

ETFs
47.1K
+ 10.44%
$35.33 - $40.77 $1.66M - $1.92M
498K $19.6B
SPIB
Spdr Portfolio Intermediate Te

ETFs
65.4K
+ 4.24%
$32.5 - $33.3 $2.13M - $2.18M
1.61M $53.4B
IVV
Ishares Core S&P 500 ETF

ETFs
4.4K
+ 47.08%
$554.06 - $615.85 $2.44M - $2.71M
13.7K $7.72B
Dimensional Etftrust
50.7K
+ 16.64%
N/A
355K $14.6B
AVDV
American Centy ETF Tr Avantis

ETFs
19.1K
+ 11.22%
$63.74 - $71.96 $1.22M - $1.37M
189K $13.2B
AVUV
American Centy ETF Tr Avantis

ETFs
36.4K
+ 23.59%
$84.95 - $100.62 $3.09M - $3.66M
191K $16.6B
Dimensional Etftrust
45.3K
+ 22.74%
N/A
244K $14.6B
VTV
Vanguard Value ETF

ETFs
8.7K
+ 298.15%
$167.73 - $179.21 $1.46M - $1.56M
11.6K $2.01B
Dimensional Etftrust
24K
+ 30.55%
N/A
102K $6.27B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.54K
+ 29.42%
$442.66 - $534.52 $679K - $820K
6.75K $3.6B
DFIS
Dimensional ETF Tr Dimensional

ETFs
33.1K
+ 29.76%
$23.92 - $26.89 $791K - $889K
144K $3.73B
Dimensional Etftrust
29.2K
+ 20.8%
N/A
170K $4.46B
DFAE
Dimensional ETF Tr

ETFs
19.2K
+ 9.74%
$24.64 - $26.86 $474K - $516K
217K $5.61B
MCD
Mcdonalds Corp

Consumer Cyclical
1.68K
New
$279.74 - $321.29 $469K - $538K
1.68K $523M
EFV
Msci Eafe Value ETF

ETFs
7.33K
+ 57.84%
$51.88 - $60.73 $380K - $445K
20K $1.18B
VBR
Vanguard Small Cap Value ETF

ETFs
2.51K
New
$183.02 - $207.75 $460K - $522K
2.51K $468M
DFSV
Dimensional ETF Tr Dimensional

ETFs
19.1K
+ 55.77%
$27.56 - $32.1 $528K - $615K
53.5K $1.51B
AVUS
American Centy ETF Tr Avantis

ETFs
4.82K
New
$90.7 - $101.57 $437K - $489K
4.82K $445M
Dimensional Etftrust
8.82K
+ 22.79%
N/A
47.5K $1.45B
AVIV
American Centy ETF Tr Avantis
1.04K
+ 2.65%
$51.51 - $58.54 $53.4K - $60.6K
40.1K $2.28B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.04K
New
$42.5 - $46.71 $214K - $235K
5.04K $228M
Fidelity Wise Origin
2.93K
New
N/A
2.93K $211M
Nucor Corp
934
+ 3.49%
N/A
27.7K $3.34B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.56K
New
$76.94 - $78.28 $197K - $200K
2.56K $200M
AVSF
American Centy ETF Tr Avantis

ETFs
3.97K
+ 20.21%
$45.96 - $46.74 $182K - $185K
23.6K $1.1B
VCIT
Vanguard Intermediate Term Cor

ETFs
1.19K
+ 2.12%
$79.17 - $82.04 $94.1K - $97.5K
57.2K $4.68B
F
Ford Motor CO

Consumer Cyclical
15.4K
New
$9.12 - $10.43 $140K - $161K
15.4K $154M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
16.6K
+ 5.55%
$64.88 - $72.1 $1.08M - $1.2M
316K $20.8B
DISV
Dimensional ETF Tr Dimensional

ETFs
3.54K
+ 28.49%
$26.09 - $30.21 $92.2K - $107K
15.9K $464M
UNP
Union Pacific Corp

Industrials
7
+ 0.17%
$225.21 - $254.42 $1.58K - $1.78K
4.23K $999M
RTX
Raytheon Technologies Corp

Industrials
12
+ 0.69%
$114.1 - $135.66 $1.37K - $1.63K
1.75K $232M
WFC
Wells Fargo & Company

Financial Services
30
+ 0.87%
$66.78 - $81.42 $2K - $2.44K
3.48K $250M
IWN
Ishares Russell2000 Val ETF

ETFs
75
+ 4.0%
$149.27 - $169.4 $11.2K - $12.7K
1.95K $294M
LMT
Lockheed Martin Corp

Industrials
3
+ 0.45%
$423.19 - $506.29 $1.27K - $1.52K
675 $302M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.47K
+ 6.61%
$40.03 - $46.81 $58.7K - $68.6K
23.6K $964M
CAT
Caterpillar Inc

Industrials
18
+ 1.37%
$326.75 - $407.63 $5.88K - $7.34K
1.33K $438M
AMZN
Amazon Com Inc

Consumer Cyclical
132
+ 3.63%
$190.26 - $242.06 $25.1K - $32K
3.76K $716M
AAPL
Apple Inc.

Technology
91
+ 1.99%
$209.68 - $247.1 $19.1K - $22.5K
4.66K $1.04B
DFAT
Dimensional ETF Tr U S Target

ETFs
14.3K
+ 5.4%
$50.44 - $58.1 $721K - $831K
279K $14.4B
Activity Summary
Buys All Purchases 41 New Holdings 7 Increased Positions 34 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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