BetterWealth, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
San Jose, CA
CIK
0001911702
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 61 292,434 DFAC, AAPL, DFAX, DUHP 13F-HR 1/23/2024 000108514624000409
Q3 2023 49 248,329 DFAC, AAPL, DUHP, DIMENSIONAL ETF TRUST 13F-HR 10/23/2023 000108514623003863
Q2 2023 45 256,927 DFAC, AAPL, DUHP, DFAX 13F-HR 7/24/2023 000108514623002853
Q1 2023 44 247,069 DFAC, AAPL, DUHP, DIMENSIONAL ETF TRUST 13F-HR 4/19/2023 000108514623001777
Q4 2022 39 222,124 DFAC, AAPL, DIMENSIONAL ETF TRUST, DUHP 13F-HR 1/23/2023 000108514623000320
Q3 2022 36 194,378 DFAC, AAPL, DIMENSIONAL ETF TRUST, DFAX 13F-HR 10/28/2022 000108514622003642
Q2 2022 37 202,647 DFAC, AAPL, DIMENSIONAL ETF TRUST, DFAX 13F-HR 7/28/2022 000108514622002635
Q1 2022 36 74,685 AAPL, USMV, EEMV, DFAU 13F-HR 5/2/2022 000108514622001645
Q4 2021 42 142,641 DFAC, AAPL, DFAX, USMV 13F-HR 3/3/2022 000108514622001211