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Size ($ in 1000's)
At 03/31/2024: $306,966
At 12/31/2023: $292,437
BetterWealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from BetterWealth LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the BetterWealth LLC top holdings by largest position size, as per the latest 13f filing made by BetterWealth LLC.
In the BetterWealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by BetterWealth LLC in that top holding, then the share count change between reporting periods, and finally the BetterWealth LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFAC) |
2,892,946 |
-16,443 |
$92,430 | | DFAC | 2,892,946 | -16,443 | $92,430 | | APPLE INC |
150,388 |
-2,980 |
$25,789 | | AAPL | 150,388 | -2,980 | $25,789 | | DIMENSIONAL ETF TRUST (DUHP) |
767,204 |
-4,510 |
$24,251 | | DUHP | 767,204 | -4,510 | $24,251 | | DIMENSIONAL ETF TRUST (DFAX) |
941,739 |
+14,010 |
$23,958 | | DFAX | 941,739 | +14,010 | $23,958 | | DIMENSIONAL ETF TRUST (DFSV) |
597,086 |
+6,851 |
$17,972 | | DFSV | 597,086 | +6,851 | $17,972 | | DIMENSIONAL ETF TRUST (DFCF) |
367,135 |
+14,987 |
$15,401 | | DFCF | 367,135 | +14,987 | $15,401 | | DIMENSIONAL ETF TRUST (DFEM) |
560,776 |
+11,715 |
$14,294 | | DFEM | 560,776 | +11,715 | $14,294 | | VANGUARD BD INDEX FDS (BSV) |
175,957 |
+6,782 |
$13,491 | | BSV | 175,957 | +6,782 | $13,491 | | DIMENSIONAL ETF TRUST (DIHP) |
425,065 |
+3,839 |
$11,451 | | DIHP | 425,065 | +3,839 | $11,451 | | AMERICAN CENTY ETF TR (AVRE) |
267,043 |
+106,823 |
$11,291 | | AVRE | 267,043 | +106,823 | $11,291 | | DIMENSIONAL ETF TRUST (DFIP) |
130,278 |
+5,211 |
$5,374 | | DFIP | 130,278 | +5,211 | $5,374 | | DIMENSIONAL ETF TRUST (DISV) |
189,563 |
+4,284 |
$5,154 | | DISV | 189,563 | +4,284 | $5,154 | | DIMENSIONAL ETF TRUST (DFAT) |
72,294 |
-4,120 |
$3,935 | | DFAT | 72,294 | -4,120 | $3,935 | | VANGUARD SCOTTSDALE FDS (VCIT) |
40,824 |
+1,412 |
$3,287 | | VCIT | 40,824 | +1,412 | $3,287 | | DIMENSIONAL ETF TRUST (DFSU) |
91,662 |
-3,936 |
$3,154 | | DFSU | 91,662 | -3,936 | $3,154 | | ALPHABET INC |
20,343 |
-415 |
$3,097 | | GOOG | 20,343 | -415 | $3,097 | | MICROSOFT CORP |
5,037 |
-100 |
$2,119 | | MSFT | 5,037 | -100 | $2,119 | | DIMENSIONAL ETF TRUST (DFUV) |
51,608 |
-3,778 |
$2,111 | | DFUV | 51,608 | -3,778 | $2,111 | | AMERICAN CENTY ETF TR (AVMU) |
36,701 |
UNCH |
$1,709 | | AVMU | 36,701 | UNCH | $1,709 | | VANGUARD WORLD FD (VCEB) |
26,903 |
+2,343 |
$1,688 | | VCEB | 26,903 | +2,343 | $1,688 | | JOHNSON & JOHNSON |
10,184 |
UNCH |
$1,611 | | JNJ | 10,184 | UNCH | $1,611 |  SCHWAB CHARLES FAMILY FD |
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$1,559 | | AMT TAX FREE MNY | 1,558,729 | +9,813 | $1,559 | | NVIDIA CORPORATION |
1,674 |
-115 |
$1,513 | | NVDA | 1,674 | -115 | $1,513 | | DIMENSIONAL ETF TRUST (DFAU) |
39,164 |
+14 |
$1,431 | | DFAU | 39,164 | +14 | $1,431 | | AMAZON COM INC |
7,532 |
-44 |
$1,359 | | AMZN | 7,532 | -44 | $1,359 | | VANGUARD INDEX FDS (VOO) |
2,750 |
+2,750 |
$1,322 | | VOO | 2,750 | +2,750 | $1,322 | | DIMENSIONAL ETF TRUST (DFSI) |
37,767 |
+2,458 |
$1,272 | | DFSI | 37,767 | +2,458 | $1,272 | | DIMENSIONAL ETF TRUST (DFAS) |
14,372 |
-1,834 |
$896 | | DFAS | 14,372 | -1,834 | $896 | | DIMENSIONAL ETF TRUST (DFSB) |
15,993 |
+831 |
$828 | | DFSB | 15,993 | +831 | $828 | | ALPHABET INC |
5,340 |
+47 |
$806 | | GOOGL | 5,340 | +47 | $806 | | BROADCOM INC |
602 |
UNCH |
$797 | | AVGO | 602 | UNCH | $797 | | TESLA INC |
3,693 |
UNCH |
$649 | | TSLA | 3,693 | UNCH | $649 | | SPDR SER TR (SPTS) |
21,290 |
-4,487 |
$616 | | SPTS | 21,290 | -4,487 | $616 | | DIMENSIONAL ETF TRUST (DFSE) |
18,652 |
+690 |
$601 | | DFSE | 18,652 | +690 | $601 | | TARGET CORP |
3,344 |
+1 |
$593 | | TGT | 3,344 | +1 | $593 | | BERKSHIRE HATHAWAY INC DEL |
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$558 | | BRK.B | 1,328 | UNCH | $558 | | CHEVRON CORP NEW |
3,070 |
UNCH |
$484 | | CVX | 3,070 | UNCH | $484 | | CISCO SYS INC |
9,121 |
-23 |
$455 | | CSCO | 9,121 | -23 | $455 | | ELI LILLY & CO |
568 |
-6 |
$442 | | LLY | 568 | -6 | $442 | | QUALCOMM INC |
2,602 |
-56 |
$441 | | QCOM | 2,602 | -56 | $441 | | SCHWAB STRATEGIC TR |
7,161 |
UNCH |
$437 | | SCHB | 7,161 | UNCH | $437 | | VANGUARD STAR FDS (VXUS) |
6,858 |
+21 |
$414 | | VXUS | 6,858 | +21 | $414 | | VANGUARD INDEX FDS (VTV) |
2,452 |
UNCH |
$399 | | VTV | 2,452 | UNCH | $399 | | EXPONENT INC |
4,666 |
UNCH |
$386 | | EXPO | 4,666 | UNCH | $386 | | VANGUARD INDEX FDS (VTI) |
1,470 |
-980 |
$382 | | VTI | 1,470 | -980 | $382 | | ISHARES TR (IWF) |
1,093 |
-34 |
$368 | | IWF | 1,093 | -34 | $368 | | KLA CORP |
519 |
+7 |
$362 | | KLAC | 519 | +7 | $362 | | VANGUARD WORLD FD (VGT) |
683 |
-85 |
$358 | | VGT | 683 | -85 | $358 | | APPLIED MATLS INC |
1,632 |
-89 |
$337 | | AMAT | 1,632 | -89 | $337 | | DIMENSIONAL ETF TRUST (DFSD) |
6,928 |
UNCH |
$326 | | DFSD | 6,928 | UNCH | $326 |
See Full List: All Stocks Held By BetterWealth LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By BetterWealth LLC
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