account_balance
Investment manager · 13F filer · SEC CIK 1921448
WorthPointe, LLC
Reported value$397Mas of Jun 30, 2026
Positions123 18 new, 12 sold out
Top 10 weight57.6%DFAC alone is 19%
FiledJul 3131 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
18.9%
AVUSAmerican Centy ETF Tr
7.4%
DFUVDimensional ETF Trust
7.0%Trimmed −3%
SPTSSPDR Series Trust
5.5%Added +8%
VOOVanguard Index FDS
4.1%
SCHRSchwab Strategic Tr
3.5%Added +2%
DFASDimensional ETF Trust
3.0%
DFSDDimensional ETF Trust
2.7%Added +5%
DUHPDimensional ETF Trust
2.7%Added +5%
SPYMSPDR Series Trust
2.7%
AVDEAmerican Centy ETF Tr
2.4%
AVREAmerican Centy ETF Tr
2.4%
DFACDimensional ETF Trust
18.9%
AVUSAmerican Centy ETF Tr
7.4%
DFUVDimensional ETF Trust
7.0%−3%
SPTSSPDR Series Trust
5.5%+8%
VOOVanguard Index FDS
4.1%
SCHRSchwab Strategic Tr
3.5%
DFAS3.0%
DFSD2.7%
DUHP
SPYM
AVDE2.4%
AVRE
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 18.9% Held
AVUS American Centy ETF Tr 7.4% Held
DFUV Dimensional ETF Trust 7.0% Trimmed −3%
SPTS SPDR Series Trust 5.5% Added +8%
VOO Vanguard Index FDS 4.1% Held
SCHR Schwab Strategic Tr 3.5% Added +2%
DFAS Dimensional ETF Trust 3.0% Held
DFSD Dimensional ETF Trust 2.7% Added +5%
DUHP Dimensional ETF Trust 2.7% Added +5%
SPYM SPDR Series Trust 2.7% Added +7%
AVDE American Centy ETF Tr 2.4% Held
AVRE American Centy ETF Tr 2.4% Held
What changed
Biggest moves since Mar 31, 2026
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