SEC Form 13F

BetterWealth, LLC 13F Holdings

Inspect BetterWealth, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-23T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-23
Reported value
$565,263,911
Positions
86

Read this manager's filing book

Step 1 of 3

Disclosed positions

BetterWealth, LLC: source evidence dated 2026-07-23T03:59:59.999Z.

Issuer
DIMENSIONAL ETF TRUST
Ticker
DFAC
Class
US COR EQU 2 ETF
Reported value
$125,879,257
Reported amount
2,837,675
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002085853-26-000799
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions

Scroll sideways to compare all columns. Select a heading to sort.

DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$125,879,2572,837,675SHNone
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$66,633,7881,808,735SHNone
VANGUARD INSTL INDEX FDVBIL0 3 MO TR BI ETF$51,675,288682,813SHNone
APPLE INCAAPLCOM$47,455,927164,003SHNone
VANGUARD BD INDEX FDSBIVINTERMED TERM$39,979,568521,246SHNone
RBB FUND TRUSTEBILONGVIEW ADVANTG$37,838,967582,580SHNone
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$23,733,234304,624SHNone
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$20,406,904163,569SHNone
CAPITAL GROUP INTL FOCUS EQTCGXUSHS CREAT UNIT$20,238,367584,586SHNone
AMERICAN CENTY ETF TRAVREREAL ESTATE ETF$16,468,915347,592SHNone
CAPITAL GROUP DIVIDEND VALUECGDVSHS CREAT UNIT$12,240,309248,383SHNone
CAPITAL GROUP GROWTH ETFCGGRSHS CREAT UNIT$10,382,490219,968SHNone
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$10,094,902104,621SHNone
DIMENSIONAL ETF TRUSTDISVINTL SMALL CAP V$6,654,988165,836SHNone
ALPHABET INCGOOGCAP STK CL C$5,640,36815,963SHNone
DIMENSIONAL ETF TRUSTDIHPINTL HIGH PROFIT$5,606,912164,305SHNone
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$5,235,019125,450SHNone
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$5,152,029126,772SHNone
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$5,139,75862,187SHNone
DIMENSIONAL ETF TRUSTDFSVUS SMALL CAP ETF$3,663,27594,439SHNone
DIMENSIONAL ETF TRUSTDFSUUS SUSTAINABILTY$2,689,87057,685SHNone
NVIDIA CORPORATIONNVDACOM$2,271,92911,355SHNone
JOHNSON & JOHNSONJNJCOM$2,136,6368,413SHNone
SHOPIFY INCSHOPCL A SUB VTG SHS$2,091,43518,317SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$2,037,0782,966SHNone
TESLA INCTSLACOM$1,916,6744,557SHNone
VANGUARD WORLD FDVCEBESG US CORP BD$1,643,81026,192SHNone
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$1,574,84332,981SHNone
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$1,222,40417,488SHNone
DIMENSIONAL ETF TRUSTDFSIINTERNATIONAL$1,207,07926,765SHNone
APPLIED MATLS INCAMATCOM$1,029,0421,423SHNone
DIMENSIONAL ETF TRUSTDFUVUS MKTWIDE VALUE$1,004,52918,261SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$913,7121,826SHNone
AMAZON COM INCAMZNCOM$902,1223,785SHNone
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$896,23512,579SHNone
DIMENSIONAL ETF TRUSTDFSBGLOBAL SUSTAINA$888,08117,042SHNone
MICRON TECHNOLOGY INCMUCOM$844,940732SHNone
INVESCO QQQ TRQQQUNIT SER 1$838,1891,138SHNone
KLA CORPKLACCOM NEW$810,6032,687SHNone
ELI LILLY & COLLYCOM$784,228654SHNone
VANGUARD INDEX FDSVVLARGE CAP ETF$759,2862,208SHNone
ADVANCED MICRO DEVICES INCAMDCOM$694,1871,195SHNone
EVERSOURCE ENERGYESCOM$686,7109,502SHNone
MICROSOFT CORPMSFTCOM$678,8961,820SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$666,7051,802SHNone
DIMENSIONAL ETF TRUSTDFSEEMER MARK SU ETF$638,76513,068SHNone
CHEVRON CORPORATIONCVXCOM$604,6923,648SHNone
ANALOG DEVICES INCADICOM$593,7691,495SHNone
ALPHABET INCGOOGLCAP STK CL A$546,1841,528SHNone
LAM RESEARCH CORPLRCXCOM NEW$512,8321,183SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.