Mills Wealth Advisors LLC DIMENSIONAL ETF TRUST Transaction History

Mills Wealth Advisors LLC

  • $254 Billion
  • Q4 2025
Number of Shares
13,865
Previous 10,760 28.86%
Holding current value
$1.03 Billion
Previous $773 Million 32.66%
% of portfolio
0.4%
Previous 0.31%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
BUY
N/A
3,105 Added 28.86%
13,865 $1.03 Billion
Q3 2025

Oct 10, 2025
BUY
N/A
1,603 Added 17.51%
10,760 $773 Million
Q2 2025

Jul 30, 2025
BUY
N/A
1,818 Added 24.77%
9,157 $614 Million
Q1 2025

Apr 29, 2025
BUY
N/A
3,470 Added 89.69%
7,339 $450 Million
Q4 2024

Feb 05, 2025
BUY
N/A
3,869 New
3,869 $242 Million
Track This Portfolio

Track Mills Wealth Advisors LLC Portfolio

Follow Mills Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mills Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mills Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email