WPWealth LLP: 13F holdings
CIK 19501182026Q2
| Positions | 103 |
|---|
| Reported value | $673.9m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 103 (+6 vs prior quarter) |
|---|
| Reported value | $673.9m (+3.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PAVE DIMENSIONAL ETF TRUST | 1,826,859 | $94.4m | 14.0% |
| DFIC DIMENSIONAL ETF TRUST | 2,362,665 | $88.0m | 13.1% |
| DFCF DIMENSIONAL ETF TRUST | 2,059,749 | $86.9m | 12.9% |
| DFGP DIMENSIONAL ETF TRUST | 1,076,585 | $58.6m | 8.7% |
| DFSD DIMENSIONAL ETF TRUST | 1,188,766 | $56.8m | 8.4% |
| DFAE DIMENSIONAL ETF TRUST | 824,717 | $33.2m | 4.9% |
| YM=F DIMENSIONAL ETF TRUST | 547,549 | $30.1m | 4.5% |
| WSBC DIMENSIONAL ETF TRUST | 754,491 | $29.8m | 4.4% |
| DIMENSIONAL ETF TRUST | 695,197 | $29.0m | 4.3% |
| DFGR DIMENSIONAL ETF TRUST | 927,899 | $26.9m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1950118")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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