BL

BetterWealth, LLC

13F
BetterWealth, LLC
Last update 2025-04-28 61 Stocks (4 new)
Value $356.00 Mil Turnover 10 %
Countries:
Top Holdings: DFAC(25.35%)DFAX(13.20%)AAPL(9.19%)BIV(8.71%)EBI(7.74%)
Summary Stock Picks Current Portfolio
BetterWealth, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC 		Dimensional U.S. Core Equity 2 ETF
2,738,803
90,353.1
-3.85%
25.350
-1.04%
0.290
-7.79%
-5.17%
31,267.9
 
DFAX 		Dimensional World ex U.S. Core Equity 2 ETF
1,794,893
47,026.2
+2.29%
13.200
+0.30%
0.620
+6.17%
+10.02%
7,964.8
 
AAPL 		Apple Inc
147,484
32,760.5
-17.09%
9.190
-2.10%
0.000
-13.69%
-21.55%
2,931,155.9
Hardware
BIV 		Vanguard Intermediate-Term Bond ETF
405,438
31,044.4
+2.13%
8.710
+0.18%
0.140
+2.63%
+3.52%
22,082.2
 
EBI 		Longview Advantage ETF
582,885
27,577.2
New Holding
7.740
+7.74%
-
0%
0%
464.4
 
BSV 		Vanguard Short-Term Bond ETF
229,193
17,941.2
+2.30%
5.030
+0.11%
0.050
+2.14%
+2.54%
33,657.0
 
AVRE 		Avantis Real E state ETF
306,461
13,180.9
+7.51%
3.700
+0.26%
2.350
+1.84%
+4.44%
570.9
 
CGXU 		Capital Group International Focus Equity ETF
479,388
11,735.4
+9.66%
3.290
+0.29%
0.320
-2.32%
+2.31%
3,411.5
 
AVUV 		Avantis U.S. Small Cap Value ETF
129,005
11,245.3
+10.00%
3.160
+0.29%
0.080
-13.02%
-12.44%
14,414.0
 
CGDV 		Capital Group Dividend Value ETF
203,761
7,262.0
+11.13%
2.040
+0.20%
0.050
-4.06%
+0.43%
15,062.2
 

BetterWealth, LLC's Historical Top Holdings Breakdowns

BetterWealth, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EBI 		Longview Advantage ETF2025-03-31New Buy
+7.74%
●
46.26 ($48.13) 50.01
$46.64
-3.10%
New holding
582,885
582,885
AAPL 		Apple Inc2025-03-31Reduce
-2.10%
●
209.68 ($231.67) 247.1
$196.25
-15.29%
Reduce -17.09%
147,484
-30,396
DUHP 		Dimensional US High Profitability ETF2025-03-31Reduce
-1.82%
●
32.57 ($34.36) 35.83
$32.92
-4.19%
Reduce -56.7%
149,312
-195,488
DFAC 		Dimensional U.S. Core Equity 2 ETF2025-03-31Reduce
-1.04%
●
32.42 ($34.71) 36.1
$32.80
-5.50%
Reduce -3.85%
2,738,803
-109,547
DFSV 		Dimensional US Small Cap Value ETF2025-03-31Reduce
-0.95%
●
27.56 ($30.26) 32.1
$27.13
-10.34%
Reduce -47.97%
121,591
-112,117
DFAT 		Dimensional U.S. Targeted Value ETF2025-03-31Reduce
-0.62%
●
50.44 ($55.03) 58.1
$49.96
-9.21%
Reduce -62.15%
24,547
-40,303
AVMU 		Avantis Core Municipal Fixed Income ETF2025-03-31Sold Out
-0.47%
●
45.11 ($46.06) 46.66
$44.85
-2.62%
Sold Out
0
-36,701
DFAX 		Dimensional World ex U.S. Core Equity 2 ETF2025-03-31Add
+0.30%
●
24.45 ($25.96) 27.21
$27.35
5.35%
Add 2.29%
1,794,893
40,175
AVUV 		Avantis U.S. Small Cap Value ETF2025-03-31Add
+0.29%
●
84.96 ($93.96) 100.71
$84.52
-10.05%
Add 10%
129,005
11,730
CGXU 		Capital Group International Focus Equity ETF2025-03-31Add
+0.29%
●
24.48 ($25.57) 26.59
$25.24
-1.29%
Add 9.66%
479,388
42,223

BetterWealth, LLC Total Holding History ($B)

To

BetterWealth, LLC's Asset Allocation

To

BetterWealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BetterWealth, LLC's Hypothetical Growth since 2025-03-31

BetterWealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

BetterWealth, LLC's Holdings Heat Map

Size field:

BetterWealth, LLC's Holdings Bubble Chart

BetterWealth, LLC News

  • 1

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