BetterWealth Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$64.9M |
| 2 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$18.8M |
| 3 |
Dimensional US High Profitability ETF
DUHP
|
+$16.4M |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
+$14.5M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$12.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$12.3M |
| 2 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$4.93M |
| 3 |
Dimensional US Core Equity Market ETF
DFAU
|
+$4.48M |
| 4 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$1.6M |
| 5 |
DFAI
Dimensional International Core Equity Market ETF
DFAI
|
+$1.34M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.73% |
| 2 | Consumer Discretionary | 0.83% |
| 3 | Communication Services | 0.79% |
| 4 | Energy | 0.35% |
| 5 | Consumer Staples | 0.23% |
Similar funds
BetterWealth's Q2 2022 Portfolio in Review
As of Q2 2022, BetterWealth held 49 positions worth $203M, up 171% from $74.7M the previous quarter. Its ten largest holdings account for 88% of the portfolio.
BetterWealth deployed $150M of net new capital in Q2 2022, opening 13 new positions and adding to 7 existing holdings. Its largest new stake was Dimensional US Core Equity 2 ETF: 2,561,690 shares worth $59.7M.
By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 44% a quarter earlier, followed by Consumer Discretionary and Communication Services.
On the sell side, the largest reduction was iShares MSCI USA Min Vol Factor ETF, an estimated $12.3M trimmed.
- BetterWealth's largest Q2 2022 buy was Dimensional US Core Equity 2 ETF: 2,561,690 shares worth $59.7M.
- BetterWealth added most to Apple in Q2 2022, an estimated $365K increase.
- BetterWealth's biggest Q2 2022 reduction was iShares MSCI USA Min Vol Factor ETF, cutting an estimated $12.3M.
- BetterWealth fully exited Dimensional US Core Equity Market ETF in Q2 2022, selling an estimated $4.48M.
- BetterWealth's ten largest holdings make up 88% of its $203M portfolio in Q2 2022.
- BetterWealth opened 13 new positions and closed 12 in Q2 2022.
- BetterWealth's portfolio value rose 171% quarter-over-quarter to $203M.
Based on BetterWealth's 13F filing for Q2 2022, filed 29 Jul 2022.