Mills Wealth Advisors LLC Purchases and Sells in Q3 2024

Mills Wealth Advisors LLC

$145 Billion
Q3 2024

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	45.2K + 7.12%	$31.05 - $34.29 $1.4M - $1.55M	680K $23.3B
DUHP	28.9K + 12.72%	$30.74 - $34.07 $889K - $985K	256K $8.73B
DFIC	25.1K + 9.06%	$25.36 - $28.37 $636K - $712K	302K $8.5B
DFEM	24K + 12.66%	$25.21 - $28.46 $606K - $684K	214K $6.02B
DIHP	15.1K + 6.81%	$25.23 - $27.94 $381K - $422K	237K $6.56B
DIMENSIONAL ETF TRUST	12.6K + 22.72%	N/A	68.2K $2.1B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MKL	196 New	$1494.55 - $1645.69 $293K - $323K	196 $307M
ADVISOR MANAGED PORTFOLIOS	9.04K New	N/A	9.04K $294M
INVESTMENT MANAGERS SER TR I	9.18K New	N/A	9.18K $284M
MMC	905 New	$210.25 - $231.86 $190K - $210K	905 $202M
ET	11.4K New	$15.43 - $16.44 $175K - $187K	11.4K $182M
GRAYSCALE BITCOIN MINI TR BT	32.2K New	N/A	32.2K $181M

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VANGUARD MALVERN FDS	-42.2K - 24.87%	N/A	127K $10.1B
JMUB	-27K - 25.69%	$50.15 - $51.27 $1.35M - $1.38M	78.1K $4B
DFNM	-27.9K - 27.34%	$47.7 - $48.54 $1.33M - $1.35M	74.2K $3.6B
DFCF	-16.9K - 27.99%	$41.34 - $43.55 $699K - $736K	43.5K $1.88B
DIMENSIONAL ETF TRUST	-4.69K - 7.72%	N/A	56.1K $2.85B
VTEB	-3.89K - 34.35%	$49.93 - $51.15 $194K - $199K	7.44K $380M

Activity Summary All Purchases 30 New Holdings 6 Increased Positions 24 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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