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Japan Smaller Capitalizaion Fund shares owned by Mills Wealth Advisors

Quarter-by-quarter ownership of Japan Smaller Capitalizaion Fund (JOF) shares owned by Mills Wealth Advisors from 13F filings

Historical chart of Mills Wealth Advisors investment in Japan Smaller Capitalizaion Fund

Tip: Access up to 7 years of quarterly data

All positions including Japan Smaller Capitalizaion Fund held by Mills Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Japan Smaller Capitalizaion Fund by Mills Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $262k 25k 10.54
2025-06-30 $240k 25k 9.64
2025-03-31 $191k 23k 8.39
2024-12-31 $175k 23k 7.67
2024-09-30 $189k 23k 8.27
2024-06-30 $169k 22k 7.58
2024-03-31 $178k 22k 7.98
2023-12-31 $92k 12k 7.59
2023-09-30 $86k 12k 7.11
2023-06-30 $86k 12k 7.20

More positions owned by Mills Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Mills Wealth Advisors

Top funds holding Japan Smaller Capitalizaion Fund

Allspring Global Investments Holdings
1607 Capital Partners
City of London Investment Management Company
Lazard Asset Management
Saba Capital Management
Karpus Investment Management
Almitas Capital
Morgan Stanley
Brooklyn Capital Management
Pekin, Singer Strauss Asset Management
Mraz, Amerine & Associates
Raffles Associates
Barry Investment Advisors
Kovitz Investment Group Partners
Hara Capital

View all funds holding Japan Smaller Capitalizaion Fund