B

BetterWealth Portfolio holdings

AUM $390M
1-Year Est. Return 10.58%
This Quarter Est. Return
1 Year Est. Return
+10.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$59.7M
2
+$17.3M
3
+$15.2M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$14.3M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12.9M

Top Sells

1
+$11.8M
2
+$4.73M
3
+$4.48M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.6M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.34M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$465K 0.23%
9,010
+87
27
$447K 0.22%
10,493
-520
28
$427K 0.21%
4,666
29
$340K 0.17%
2,664
30
$332K 0.16%
1,868
+1
31
$323K 0.16%
2,452
32
$279K 0.14%
5,750
+50
33
$223K 0.11%
2,926
34
$219K 0.11%
7,600
-1,400
35
$210K 0.1%
556
36
$142K 0.07%
12,802
-66
37
$136K 0.07%
13,600
38
– –
-1,694
39
– –
-61,049
40
– –
-47,502
41
– –
-142,236
42
– –
-4,600
43
– –
-9,697
44
– –
-3,000
45
– –
-4,071
46
– –
-1,212
47
– –
-4,329
48
– –
-1,325
49
– –
-1,860
1
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