B
BetterWealth Portfolio holdings
AUM
$390M
This Quarter Return
-13.48%
1 Year Return
+10.58%
3 Year Return
+45.63%
5 Year Return
–
10 Year Return
–
AUM
$203M
AUM Growth
+$203M
(+171%)
Cap. Flow
+$139M
Cap. Flow
% of AUM
68.74%
Top 10 Holdings %
Top 10 Hldgs %
87.55%
Holding
49
New
13
Increased
7
Reduced
6
Closed
12
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$59.7M |
| 2 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$17.3M |
| 3 |
Dimensional US High Profitability ETF
DUHP
|
$15.2M |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
$14.3M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$12.9M |
Top Sells
Sector Composition
| 1 | Technology | 12.73% |
| 2 | Consumer Discretionary | 0.83% |
| 3 | Communication Services | 0.79% |
| 4 | Energy | 0.35% |
| 5 | Consumer Staples | 0.23% |
