account_balance
Investment manager · 13F filer · SEC CIK 1950118
WPWealth LLP
Reported value$674Mas of Jun 30, 2026
Positions103 10 new, 4 sold out
Top 10 weight79.2%DFAU alone is 14%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DFAUDimensional ETF Trust
14.0%
DFICDimensional ETF Trust
13.1%Trimmed −6%
DFCFDimensional ETF Trust
12.9%Added +3%
DFGPDimensional ETF Trust
8.7%Trimmed −9%
DFSDDimensional ETF Trust
8.4%
DFAEDimensional ETF Trust
4.9%Trimmed −6%
DFUVDimensional ETF Trust
4.5%Trimmed −9%
DFLVDimensional ETF Trust
4.4%Trimmed −9%
DUHPDimensional ETF Trust
4.3%+4%
DFGRDimensional ETF Trust
4.0%−4%
DFASDimensional ETF Trust
3.1%−3%
DFATDimensional ETF Trust
2.6%−11%
DFAUDimensional ETF Trust
14.0%
DFICDimensional ETF Trust
13.1%Trimmed −6%
DFCFDimensional ETF Trust
12.9%+3%
DFGPDimensional ETF Trust
8.7%−9%
DFSDDimensional ETF Trust
8.4%
DFAE4.9%
DFUVDimensional ETF Trust
4.5%
DFLVDimensional ETF Trust
4.4%
DUHP
DFGR
DFAS
DFAT
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
DFAU Dimensional ETF Trust 14.0% Held
DFIC Dimensional ETF Trust 13.1% Trimmed −6%
DFCF Dimensional ETF Trust 12.9% Added +3%
DFGP Dimensional ETF Trust 8.7% Trimmed −9%
DFSD Dimensional ETF Trust 8.4% Held
DFAE Dimensional ETF Trust 4.9% Trimmed −6%
DFUV Dimensional ETF Trust 4.5% Trimmed −9%
DFLV Dimensional ETF Trust 4.4% Trimmed −9%
DUHP Dimensional ETF Trust 4.3% Added +4%
DFGR Dimensional ETF Trust 4.0% Trimmed −4%
DFAS Dimensional ETF Trust 3.1% Trimmed −3%
DFAT Dimensional ETF Trust 2.6% Trimmed −11%
What changed
Biggest moves since Mar 31, 2026
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