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
51
$242K 0.08%
3,107
52
$237K 0.08%
13,600
53
$237K 0.08%
2,057
+6
54
$234K 0.07%
+9,696
55
$225K 0.07%
7,796
-13,494
56
$225K 0.07%
1,230
-36
57
$209K 0.07%
1,267
58
$208K 0.07%
+3,071
59
$207K 0.07%
1,133
60
$150K 0.05%
11,937
+16
61
– –
-6,020
62
– –
-6,702
63
– –
-39,164
64
– –
-6,928
65
– –
-683
1 2
3