Mills Wealth Advisors LLC Purchases in Q2 2025

Mills Wealth Advisors LLC

  • $218 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
150K
+ 19.51%
$29.12 - $35.84 $4.35M - $5.36M
916K $32.8B
Vanguard Malvern Fds
71.4K
+ 22.58%
N/A
388K $30.1B
DUHP
Dimensional ETF Tr Dimensional

ETFs
132K
+ 41.13%
$29.36 - $35.56 $3.87M - $4.69M
453K $16.1B
Vanguard Mun Bd Fds
43.7K
+ 17.89%
N/A
288K $21.2B
DFIC
Dimensional ETF Tr Dimensional

ETFs
54.6K
+ 14.06%
$24.94 - $31.15 $1.36M - $1.7M
443K $13.8B
DFSD
Dimensional ETF Tr Short Durat

ETFs
48.6K
+ 120.11%
$47.09 - $48.01 $2.29M - $2.33M
89K $4.27B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
23.6K
New
$91.43 - $91.74 $2.15M - $2.16M
23.6K $2.16B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
39.1K
+ 14.19%
$23.4 - $29.68 $915K - $1.16M
315K $9.34B
DIHP
Dimensional ETF Tr Dimensional

ETFs
30.9K
+ 9.54%
$24.32 - $29.74 $751K - $919K
355K $10.5B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
16.3K
+ 37.73%
$77.74 - $78.78 $1.27M - $1.29M
59.7K $4.7B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
20.5K
+ 15.78%
$23.66 - $29.99 $486K - $616K
151K $4.52B
Dimensional ETF Trust
13K
+ 53.82%
N/A
37.2K $2.03B
DISV
Dimensional ETF Tr Dimensional

ETFs
8.93K
+ 6.8%
$25.93 - $32.91 $232K - $294K
140K $4.62B
Dimensional ETF Trust
22K
+ 27.41%
N/A
102K $3.17B
RRC
Range Resources Corp

Energy
12.7K
New
$32.1 - $43.23 $408K - $549K
12.7K $517M
Fidelity Wise Origin Bitcoin
1.39K
+ 9.84%
N/A
15.6K $1.46B
Investment Managers Ser Tr I
8.33K
+ 35.22%
N/A
32K $1.09B
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
8.46K
+ 20.6%
$22.25 - $28.0 $188K - $237K
49.5K $1.39B
Vanguard Malvern Fds
4.07K
New
N/A
4.07K $310M
ORCL
Oracle Corp

Technology
1.34K
New
$122.82 - $218.63 $164K - $292K
1.34K $292M
Vanguard Mun Bd Fds
3.01K
+ 5.33%
N/A
59.5K $4.5B
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.08K
+ 23.59%
$52.31 - $63.72 $161K - $196K
16.1K $1.03B
VGT
Vanguard Information Technolog

ETFs
337
New
$470.37 - $663.28 $159K - $224K
337 $224M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
5.28K
New
$30.96 - $40.6 $163K - $214K
5.28K $213M
AMZN
Amazon Com Inc

Consumer Cyclical
920
New
$167.32 - $223.3 $154K - $205K
920 $202M
2023 ETF Series Trust
5.61K
New
N/A
5.61K $201M
DFSE
Dimensional ETF Tr Dimen Emrgn
5.27K
New
N/A
5.27K $200M
DFSV
Dimensional ETF Tr Dimensional

ETFs
6.81K
New
$24.21 - $29.47 $165K - $201K
6.81K $200M
Dimensional ETF Trust
1.82K
+ 24.77%
N/A
9.16K $614M
VTI
Vanguard Total Stock Market Et

ETFs
31
+ 0.55%
$243.75 - $303.93 $7.56K - $9.42K
5.66K $1.69B
American Centy ETF Tr
487
+ 2.96%
N/A
16.9K $1.02B
MSFT
Microsoft Corp

Technology
53
+ 5.42%
$354.56 - $497.45 $18.8K - $26.4K
1.03K $513M
DFSU
Dimensional ETF Tr Dimen Us Su
1.13K
+ 4.57%
N/A
25.9K $1.02B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
31
+ 2.62%
$456.74 - $568.03 $14.2K - $17.6K
1.21K $689M
IVV
Ishares Core S&P 500 ETF

ETFs
58
+ 16.25%
$498.8 - $620.9 $28.9K - $36K
415 $258M
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
2.07K
+ 9.09%
$7.65 - $9.71 $15.8K - $20.1K
24.9K $240M
MKL
Markel Corp

Financial Services
1
+ 0.41%
$1678.5 - $1997.36 $1.68K - $2K
246 $491M
LMT
Lockheed Martin Corp

Industrials
12
+ 1.64%
$430.82 - $486.45 $5.17K - $5.84K
744 $345M
Vanguard Instl Index Fd
213
+ 1.72%
N/A
12.6K $949M
T
At&T Inc.

Communication Services
5
+ 0.05%
$26.33 - $28.94 $132 - $145
10.9K $316M
HD
Home Depot, Inc.

Consumer Cyclical
16
+ 2.19%
$335.24 - $380.78 $5.36K - $6.09K
747 $274M
AAPL
Apple Inc.

Technology
32
+ 2.95%
$172.42 - $223.89 $5.52K - $7.16K
1.12K $229M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.12%
$483.48 - $539.8 $483 - $540
815 $396M
XOM
Exxon Mobil Corp

Energy
3
+ 0.08%
$99.93 - $119.04 $300 - $357
3.95K $425M
Activity Summary
Buys All Purchases 45 New Holdings 10 Increased Positions 35 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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