Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mills Wealth Advisors LLC (CIK 2029294) reported $286.3M across 80 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($39.9M, 13.93%), VCRB ($35.3M, 12.32%), VCRM ($30.0M, 10.48%), DUHP ($18.7M, 6.54%), DFIC ($18.1M, 6.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $39.9M | 13.93% | 1.0M | Added |
| 2 | VCRB | VANGUARD MALVERN FDS | $35.3M | 12.32% | 455,705 | Added |
| 3 | VCRM | VANGUARD MUN BD FDS | $30.0M | 10.48% | 399,237 | Added |
| 4 | DUHP | DIMENSIONAL ETF TRUST | $18.7M | 6.54% | 509,703 | Added |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $18.1M | 6.31% | 508,253 | Added |
| 6 | VSDM | VANGUARD MUN BD FDS | $13.0M | 4.53% | 170,012 | Added |
| 7 | DIHP | DIMENSIONAL ETF TRUST | $12.8M | 4.48% | 398,215 | Added |
| 8 | DFSD | DIMENSIONAL ETF TRUST | $12.3M | 4.30% | 257,048 | Added |
| 9 | DFEM | DIMENSIONAL ETF TRUST | $10.5M | 3.68% | 304,956 | Trimmed |
| 10 | BSV | VANGUARD BD INDEX FDS | $7.6M | 2.65% | 96,934 | Added |
| 11 | DFEV | DIMENSIONAL ETF TRUST | $6.3M | 2.20% | 175,780 | Added |
| 12 | DFNM | DIMENSIONAL ETF TRUST | $6.2M | 2.17% | 129,820 | Added |
| 13 | DISV | DIMENSIONAL ETF TRUST | $6.0M | 2.10% | 152,746 | Added |
| 14 | DFAT | DIMENSIONAL ETF TRUST | $6.0M | 2.09% | 95,923 | Added |
| 15 | JOE | ST JOE CO | $5.6M | 1.96% | 89,188 | Trimmed |
| 16 | DFLV | DIMENSIONAL ETF TRUST | $4.4M | 1.53% | 122,262 | Added |
| 17 | GLDM | WORLD GOLD TR | $4.1M | 1.42% | 43,928 | Added |
| 18 | DEXC | DIMENSIONAL ETF TRUST | $3.6M | 1.27% | 56,005 | Added |
| 19 | AMLP | ALPS ETF TR | $3.6M | 1.27% | 69,333 | Added |
| 20 | VBIL | VANGUARD INSTL INDEX FD | $3.0M | 1.06% | 39,970 | Added |
| 21 | DEHP | DIMENSIONAL ETF TRUST | $2.7M | 0.96% | 81,055 | Added |
| 22 | JMUB | J P MORGAN EXCHANGE TRADED F | $2.1M | 0.75% | 42,956 | Trimmed |
| 23 | BIL | SPDR SERIES TRUST | $1.9M | 0.68% | 21,192 | Trimmed |
| 24 | JMST | J P MORGAN EXCHANGE TRADED F | $1.8M | 0.64% | 35,696 | Trimmed |
| 25 | DFAS | DIMENSIONAL ETF TRUST | $1.8M | 0.63% | 25,508 | Added |
Source: SEC Form 13F filings · as of 2026-03-31