account_balance
Investment manager · 13F filer · SEC CIK 1911702
BetterWealth, LLC
Reported value$591Mas of Sep 30, 2026
Positions86 3 new, 3 sold out
Top 10 weight82.2%DFAC alone is 21%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
21.4%
VBILVanguard Instl Index Fd
13.9%Added +59%
DFAXDimensional ETF Trust
11.4%
AAPLApple Inc.
8.8%Trimmed −5%
BIVVanguard Bd Index FDS
6.7%Added +5%
EBIRBB Fund Trust
6.4%
BSVVanguard Bd Index FDS
4.0%
CGXUCapital Group Intl Focus Eqt
3.5%Added +4%
AVUVAmerican Centy ETF Tr
3.3%
AVREAmerican Centy ETF Tr
2.7%
CGDVCapital Group Dividend Value
2.1%
CGGR1.8%
DFACDimensional ETF Trust
21.4%
VBILVanguard Instl Index Fd
13.9%+59%
DFAXDimensional ETF Trust
11.4%
AAPLApple Inc.
8.8%−5%
BIVVanguard Bd Index FDS
6.7%
EBIRBB Fund Trust
6.4%
BSV4.0%
CGXU3.5%
AVUV
AVRE
CGDV
CGGR
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 21.4% Held
VBIL Vanguard Instl Index Fd 13.9% Added +59%
DFAX Dimensional ETF Trust 11.4% Held
AAPL Apple Inc. 8.8% Trimmed −5%BIV Vanguard Bd Index FDS 6.7% Added +5%
EBI RBB Fund Trust 6.4% Held
BSV Vanguard Bd Index FDS 4.0% Held
CGXU Capital Group Intl Focus Eqt 3.5% Added +4%
AVUV American Centy ETF Tr 3.3% Held
AVRE American Centy ETF Tr 2.7% Held
CGDV Capital Group Dividend Value 2.1% Held
CGGR Capital Group Growth ETF 1.8% Held
What changed
Biggest moves since Jun 30, 2026
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