Mills Wealth Advisors LLC Purchases in Q4 2025

Mills Wealth Advisors LLC

  • $254 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Mun Bd Fds
38.1K
+ 12.74%
N/A
337K $25.5B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
37.2K
+ 3.99%
$37.61 - $39.41 $1.4M - $1.47M
971K $38.4B
Vanguard Malvern Fds
29.2K
+ 7.34%
N/A
428K $33.3B
DFIC
Dimensional ETF Tr Dimensional

ETFs
32.8K
+ 7.05%
$32.24 - $33.72 $1.06M - $1.11M
498K $17.2B
DUHP
Dimensional ETF Tr Dimensional

ETFs
33.6K
+ 7.21%
$37.18 - $38.47 $1.25M - $1.29M
500K $19B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
14.9K
+ 201.54%
$91.46 - $91.76 $1.36M - $1.37M
22.3K $2.04B
GM
General Motors CO

Consumer Cyclical
13K
New
$55.35 - $71.89 $717K - $931K
13K $1.05B
DIHP
Dimensional ETF Tr Dimensional

ETFs
18.2K
+ 4.94%
$30.11 - $31.43 $549K - $573K
387K $12.3B
MLPA
Global X Mlp ETF

ETFs
18.1K
New
$46.39 - $48.6 $838K - $877K
18.1K $874M
Dimensional ETF Trust
8.06K
+ 18.57%
N/A
51.4K $3.11B
DISV
Dimensional ETF Tr Dimensional

ETFs
5.77K
+ 4.03%
$35.06 - $36.3 $202K - $210K
149K $5.66B
Vanguard Malvern Fds
7.02K
+ 63.12%
N/A
18.1K $1.39B
GLDM
World Gold Trust

ETFs
1.63K
+ 3.93%
$76.32 - $86.69 $124K - $141K
43K $3.67B
DFAT
Dimensional ETF Tr U S Target

ETFs
6.27K
+ 7.43%
$55.75 - $58.83 $350K - $369K
90.7K $5.4B
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.1K
+ 25.5%
$66.04 - $69.67 $337K - $355K
25.1K $1.75B
Investment Managers Ser Tr
6.94K
+ 16.48%
N/A
49K $1.82B
Dimensional ETF Trust
4.7K
+ 4.25%
N/A
115K $3.94B
Dimensional ETF Trust
3.11K
+ 28.86%
N/A
13.9K $1.03B
AMZN
Amazon Com Inc

Consumer Cyclical
1.07K
New
$213.04 - $254.0 $228K - $272K
1.07K $247M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
4.54K
+ 8.66%
$30.0 - $32.27 $136K - $147K
57K $1.84B
CSCO
Cisco Systems, Inc.

Technology
2.75K
New
$67.46 - $78.0 $185K - $214K
2.75K $212M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
2.14K
+ 39.59%
$43.89 - $49.2 $93.7K - $105K
7.53K $386M
GOOGL
Alphabet Inc.

Communication Services
42
+ 4.92%
$236.57 - $291.31 $9.94K - $12.2K
895 $280M
DFSU
Dimensional ETF Tr Dimen Us Su
509
+ 1.97%
N/A
26.4K $1.15B
XOM
Exxon Mobil Corp

Energy
49
+ 1.24%
$110.64 - $119.78 $5.42K - $5.87K
3.99K $481M
AAPL
Apple Inc.

Technology
38
+ 3.41%
$245.27 - $275.25 $9.32K - $10.5K
1.15K $314M
DFSI
Dimensional ETF Tr Dimen Intl
215
+ 3.22%
N/A
6.89K $295M
Vanguard Mun Bd Fds
377
+ 0.49%
N/A
76.7K $5.86B
DFSE
Dimensional ETF Tr Dimen Emrgn
172
+ 3.28%
N/A
5.42K $225M
DFSV
Dimensional ETF Tr Dimensional

ETFs
35
+ 0.51%
$30.55 - $32.35 $1.07K - $1.13K
6.86K $226M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11
+ 1.34%
$475.68 - $513.11 $5.23K - $5.64K
831 $418M
MSFT
Microsoft Corp

Technology
3
+ 0.29%
$496.82 - $542.07 $1.49K - $1.63K
1.03K $500M
Activity Summary
Buys All Purchases 33 New Holdings 4 Increased Positions 29 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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