DEXC β€” DIMENSIONAL ETF TRUST

Ownership history in Mills Wealth Advisors LLC  Β·  5 quarters on record

AI Ownership Summary

Mills Wealth Advisors LLC reported DIMENSIONAL ETF TRUST (DEXC) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.23% in 2025 Q4. The latest visible filing shows DEXC at 1.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DEXC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mills Wealth Advisors LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DEXC was reported at 1.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.23% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Mills Wealth Advisors LLC held DEXC β€” position size vs. price
% of Fund (quarterly)    DEXC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 51,435 +8,057 +18.6% 1.23% $3.1M 2026-02-14 (Est.) $68.72
2025 Q3 ADDED 43,378 +6,169 +16.6% 1.00% $2.5M 2025-10-10 $55.52
2025 Q2 ADDED 37,209 +13,019 +53.8% 0.93% $2.0M 2025-07-30 $53.57
2025 Q1 ADDED 24,190 +6,970 +40.5% 0.61% $1.2M 2025-04-29 $47.73
2024 Q4 INITIATED 17,220 β€” β€” 0.48% $838K 2025-02-05 $47.94

FAQ About Mills Wealth Advisors LLC and DEXC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mills Wealth Advisors LLC reported owning DEXC?

Mills Wealth Advisors LLC reported DEXC across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported DEXC position in Mills Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for DEXC was 1.23% in 2025 Q4.

What is the latest reported DEXC position on this page?

The most recent filing on this page is 2025 Q4, when Mills Wealth Advisors LLC reported 51,435 shares, equal to 1.23% of portfolio, with an estimated market value of $3.1M.

What does the chart on this DEXC ownership page compare?

The chart compares Mills Wealth Advisors LLC's quarterly DEXC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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