Taking Stock of Mills Wealth’s Underlying Investments

Each quarter we look at the funds in our investment lineup as well available funds not in our lineup, that meet our investment criteria. As we began to do that this year, we came across this slide deck showing the performance of Dimensional Funds up until December 31, 2023. Take some time to look and see how they have done versus their peers as well as against their benchmark.


*A benchmark refers to a standard or point of reference against which the performance of an investment, fund, or portfolio can be measured.