Mills Wealth Advisors LLC Purchases in Q3 2024

Mills Wealth Advisors LLC

  • $145 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
45.2K
+ 7.12%
$31.05 - $34.29 $1.4M - $1.55M
680K $23.3B
DUHP
Dimensional ETF Tr Dimensional

ETFs
28.9K
+ 12.72%
$30.74 - $34.07 $889K - $985K
256K $8.73B
DFIC
Dimensional ETF Tr Dimensional

ETFs
25.1K
+ 9.06%
$25.36 - $28.37 $636K - $712K
302K $8.5B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
24K
+ 12.66%
$25.21 - $28.46 $606K - $684K
214K $6.02B
DIHP
Dimensional ETF Tr Dimensional

ETFs
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
DFAT
Dimensional ETF Tr U S Target

ETFs
4.33K
+ 6.67%
$51.0 - $57.07 $221K - $247K
69.3K $3.85B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
9.67K
+ 15.18%
$44.66 - $49.15 $432K - $475K
73.4K $3.46B
DISV
Dimensional ETF Tr Dimensional

ETFs
5.1K
+ 4.72%
$26.06 - $29.18 $133K - $149K
113K $3.28B
GLDM
World Gold Trust

ETFs
1.21K
+ 2.67%
$46.2 - $53.01 $55.8K - $64K
46.4K $2.42B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
7.26K
+ 7.17%
$25.73 - $28.81 $187K - $209K
108K $3.09B
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
Marsh & Mclennan Companies, Inc.

Financial Services
905
New
$210.25 - $231.86 $190K - $210K
905 $202M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.36K
+ 30.68%
$59.25 - $65.33 $140K - $154K
10K $652M
ET
Energy Transfer LP

Energy
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
TEI
Templeton Emerging Markets Income Fund

Financial Services
856
+ 0.27%
$5.32 - $5.92 $4.55K - $5.07K
318K $1.85B
American Centy ETF Tr
1.94K
+ 18.15%
N/A
12.6K $744M
DFAI
Dimensional ETF Tr

ETFs
1.78K
+ 5.04%
$28.69 - $32.06 $51K - $57K
37.1K $1.18B
DFAE
Dimensional ETF Tr

ETFs
396
+ 0.8%
$24.46 - $27.82 $9.69K - $11K
49.8K $1.37B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
232
+ 0.09%
$50.25 - $50.74 $11.7K - $11.8K
256K $13B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
83
+ 11.51%
$405.19 - $478.57 $33.6K - $39.7K
804 $370M
DFSU
Dimensional ETF Tr Dimen Us Su
154
+ 0.64%
N/A
24.3K $905M
MDT
Medtronic PLC

Healthcare
263
+ 9.97%
$76.84 - $91.03 $20.2K - $23.9K
2.9K $261M
DFSI
Dimensional ETF Tr Dimen Intl
87
+ 1.32%
N/A
6.7K $239M
VTV
Vanguard Value ETF

ETFs
3
+ 0.21%
$159.75 - $174.57 $479 - $524
1.41K $247M
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
514
+ 2.31%
$7.13 - $8.27 $3.66K - $4.25K
22.8K $189M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8
+ 0.17%
$56.04 - $62.99 $448 - $504
4.66K $285M
Activity Summary
Buys All Purchases 30 New Holdings 6 Increased Positions 24 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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