B
BetterWealth Portfolio holdings
AUM
$390M
This Quarter Return
+11.03%
1 Year Return
+10.58%
3 Year Return
+45.63%
5 Year Return
–
10 Year Return
–
AUM
$143M
AUM Growth
–
Cap. Flow
+$143M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
89.44%
Holding
42
New
42
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$32.9M |
| 2 |
Apple
AAPL
|
$31.8M |
| 3 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$20.2M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$16M |
| 5 |
Dimensional US Targeted Value ETF
DFAT
|
$7.97M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 24.5% |
| 2 | Consumer Discretionary | 2.02% |
| 3 | Communication Services | 1.52% |
| 4 | Consumer Staples | 0.54% |
| 5 | Healthcare | 0.44% |
