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CIK: 0001911702
Total reported value
$565.3M
$565.3M
63 檔
36.1%
At the close of Q3 2024, BetterWealth, LLC disclosed equity holdings valued at approximately $565.3M, spread across 63 reported holdings.
In Q3 2024, BetterWealth, LLC displayed an active expansion posture, initiating 5 new positions and adding to 21 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, AAPL, DUHP) accounted for 36.1% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 29.64% | +0.69% | +1.24% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.73% | -0.32% | -3.58% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-Other | 7.79% | — | +1.24% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-Other | 7.36% | -0.35% | +0.47% | |
| 5 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 5.72% | -0.01% | +2.94% | |
| 6 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.56% | — | +7.53% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.96% | +0.04% | +2.96% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.91% | -0.19% | +7.30% | |
| 9 | AVRE | Avantis Real Estate ETF | ETF-Other | 3.92% | -0.02% | +2.28% | |
| 10 | DIHP | Dimensional International Hi | ETF-Other | 3.64% | -0.05% | +2.68% | |
| 11 | DFIP | Dimensional Inflation-protec | ETF-Other | 1.95% | — | +7.27% | |
| 12 | DISV | Dimensional International Sm | ETF-Other | 1.58% | -0.10% | +0.89% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.12% | -0.06% | +3.89% | |
| 14 | DFAT | Dimensional US Target Value | ETF-Other | 1.07% | — | -5.07% | |
| 15 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.94% | +0.04% | -1.86% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | +0.10% | -0.47% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.01% | +0.86% | |
| 18 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.59% | +0.01% | -1.02% | |
| 19 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.53% | -0.02% | +0.48% | |
| 20 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.51% | — | — | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.03% | — | |
| 22 | SCTXX | Schwab Amt Tax Fr Mny-ultra | Stock-Other | 0.48% | — | +2.71% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.01% | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | +0.02% | +0.84% | |
| 25 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.38% | -0.01% | -2.30% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | +0.02% | -44.47% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.27% | — | +0.18% | |
| 28 | DFSD | Dimensional Short Duration | ETF-Other | 0.27% | — | — | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.26% | +0.01% | -7.58% | |
| 30 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.25% | — | -2.96% | |
| 31 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.19% | +0.01% | -1.08% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | -0.01% | +0.07% | |
| 33 | EXPO | Exponent Inc | Stock-Industrials | 0.16% | -0.01% | — | |
| 34 | TGT | Target CORP | Stock-Consumer Disc | 0.15% | — | — | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.15% | +0.02% | — | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.14% | +0.03% | +0.77% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.13% | -0.05% | -0.65% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.13% | +0.05% | NEW | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.13% | — | — | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.13% | — | — | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.13% | +0.01% | — | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.12% | — | +0.09% | |
| 43 | KLAC | Kla CORP | Stock-Tech | 0.12% | +0.06% | +0.19% | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.10% | +0.08% | +0.18% | |
| 45 | MAGS | Roundhill Magnificent Seven | ETF-Other | 0.10% | — | +19.07% | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.09% | — | -8.35% | |
| 47 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 0.09% | — | — | |
| 48 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.09% | — | — | |
| 49 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.08% | — | -1.00% | |
| 50 | BKR | Baker Hughes Co | Stock-Energy | 0.08% | — | — |
According to official SEC Form 13F filings, BetterWealth, LLC reported a total U.S. public equity portfolio value of $565.3M across 63 disclosed positions in Q3 2024.
During Q3 2024, BetterWealth, LLC's top holdings by market value included DFAC (29.6%)、AAPL (9.7%)、DUHP (7.8%). The largest single position, DFAC, represented 29.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
DFSD
市值: $902.9K
Top Position Liquidated / Trimmed
SPY
前期市值: $260.7K
In Q3 2024, BetterWealth, LLC made 41 total portfolio adjustments, initiating 5 new buys, adding to 21 positions, trimming 12 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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