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 $317.6M across 76 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($47.5M, 14.95%), VCRB ($39.7M, 12.49%), VCRM ($34.4M, 10.85%), DUHP ($21.0M, 6.61%), DFIC ($19.8M, 6.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $47.5M | 14.95% | 1.1M | Added |
| 2 | VCRB | VANGUARD MALVERN FDS | $39.7M | 12.49% | 513,604 | Added |
| 3 | VCRM | VANGUARD MUN BD FDS | $34.4M | 10.85% | 450,834 | Added |
| 4 | DUHP | DIMENSIONAL ETF TRUST | $21.0M | 6.61% | 502,699 | Trimmed |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $19.8M | 6.24% | 531,425 | Added |
| 6 | DIHP | DIMENSIONAL ETF TRUST | $14.2M | 4.47% | 415,841 | Added |
| 7 | DFSD | DIMENSIONAL ETF TRUST | $13.3M | 4.17% | 277,521 | Added |
| 8 | VSDM | VANGUARD MUN BD FDS | $12.6M | 3.98% | 164,926 | Trimmed |
| 9 | DFEM | DIMENSIONAL ETF TRUST | $12.3M | 3.87% | 302,690 | Trimmed |
| 10 | DFEV | DIMENSIONAL ETF TRUST | $8.3M | 2.63% | 195,432 | Added |
| 11 | BSV | VANGUARD BD INDEX FDS | $8.4M | 2.63% | 107,263 | Added |
| 12 | DFNM | DIMENSIONAL ETF TRUST | $7.9M | 2.50% | 164,031 | Added |
| 13 | DFAT | DIMENSIONAL ETF TRUST | $7.0M | 2.22% | 100,698 | Added |
| 14 | DISV | DIMENSIONAL ETF TRUST | $6.3M | 1.99% | 157,525 | Added |
| 15 | DFLV | DIMENSIONAL ETF TRUST | $5.7M | 1.79% | 143,822 | Added |
| 16 | JOE | ST JOE CO | $5.5M | 1.73% | 87,825 | Trimmed |
| 17 | DEXC | DIMENSIONAL ETF TRUST | $4.6M | 1.45% | 55,643 | Trimmed |
| 18 | GLDM | WORLD GOLD TR | $3.6M | 1.12% | 44,793 | Added |
| 19 | AMLP | ALPS ETF TR | $3.4M | 1.07% | 65,810 | Trimmed |
| 20 | DEHP | DIMENSIONAL ETF TRUST | $3.3M | 1.04% | 77,046 | Trimmed |
| 21 | VGSH | VANGUARD SCOTTSDALE FDS | $3.0M | 0.94% | 51,302 | Added |
| 22 | DFAS | DIMENSIONAL ETF TRUST | $2.3M | 0.73% | 28,331 | Added |
| 23 | ENFR | ALPS ETF TR | $1.6M | 0.51% | 42,428 | Added |
| 24 | DFSU | DIMENSIONAL ETF TRUST | $1.6M | 0.50% | 33,829 | Added |
| 25 | DFAW | DIMENSIONAL ETF TRUST | $1.4M | 0.45% | 17,095 | Added |
Source: SEC Form 13F filings · as of 2026-06-30