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
$314M
AUM Growth
+$6.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.58M
3
+$618K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$478K
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$395K

Top Sells

1
+$1.43M
2
+$819K
3
+$797K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$681K
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$616K

Sector Composition

1 Technology 11.81%
2 Communication Services 1.16%
3 Consumer Discretionary 0.8%
4 Healthcare 0.71%
5 Energy 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$856K 0.27%
14,241
-131
27
$837K 0.27%
16,375
+382
28
$731K 0.23%
3,693
29
$608K 0.19%
18,169
-483
30
$544K 0.17%
1,338
+10
31
$518K 0.17%
2,602
32
$514K 0.16%
568
33
$489K 0.16%
3,300
-44
34
$483K 0.15%
3,090
+20
35
$444K 0.14%
4,666
36
$432K 0.14%
9,098
-23
37
$428K 0.14%
519
38
$413K 0.13%
19,695
-1,788
39
$401K 0.13%
1,498
+28
40
$399K 0.13%
1,094
+1
41
$393K 0.13%
2,452
42
$386K 0.12%
1,635
+3
43
$325K 0.1%
5,392
-1,466
44
$292K 0.09%
1,601
-3,739
45
$267K 0.09%
7,600
46
$263K 0.08%
+5,825
47
$261K 0.08%
479
-12
48
$253K 0.08%
1,015
+56
49
$252K 0.08%
526
-40
50
$247K 0.08%
25,509
+170
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2
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