Mills Wealth Advisors Increases Holdings in Dimensional Funds, Adds New ETF Positions

As of June 30, 2026, Mills Wealth Advisors Llc has demonstrated active portfolio management by increasing its holdings across several Dimensional Fund Trust products while adding new positions in select Vanguard and PGIM funds. The firm's total portfolio value stands at $258 million.

Mills showed a strong preference for Dimensional ETFs this quarter, allocating approximately 41% of the portfolio to these vehicles based on their market value. This allocation increased from previous periods as the advisor boosted positions in VANGUARD MALVERN FDS (VCRB), Vanguard BD Index Fund Shares (BSV), and several other Dimensional funds.

The investor's most notable purchase activity involved adding new positions to three ETFs: Vanguard Scottsdale Small Cap Value Fund (VGSH) with a 109.49% increase in shares, PGIM ETF TR - Enhanced Short Rate (ENFR) seeing a massive 246.66% share growth, and PGIM ETF TR - Emerging Asia ex-Japan Bond Allocation Plus (PAAA) increasing by 165.53%. These additions suggest strategic interest in specific fixed income and small-cap value exposures.

Furthermore, Mills continued to build its position in Dimensional Fund Trust's DIHP ETF, which focuses on smaller U.S. companies, with a notable increase of 4.43% this quarter pushing its allocation up to nearly 5%. The advisor also increased shares significantly in DFIC (Enhanced Core Income), VCRB (Vanguard Malvern Small Cap Value), and BSV (Vanguard Balanced Index).

In contrast, Mills divested a small portion of its holdings in Templeton Emerging Markets Inc Opposite Risk (TEI) this quarter. The stock experienced a 7.06% decrease in allocation, though it remains a minor position at just under 1%. No other significant decreases were disclosed.

Overall, Mills Wealth Advisors appears to favor diversification through ETFs and has strategically increased its exposure to Dimensional Fund Trust products this quarter. The investor's profile can be viewed here: Mills Wealth Advisors Llc. For more details on their holdings, please see the full report.

For information about specific Dimensional ETFs like DIHP or DFIC, you can visit: DIHP, DFIC. You can also learn more about Vanguard Scottsdale FDS (VGSH) at: VGSH.