WPWealth LLP

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Fort Worth, TX
CIK
0001950118
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 88 482,353 DFCF, DFIC, DFSD, DFAU 13F-HR 11/13/2024 000195011824000008
Q2 2024 70 414,169 DFCF, DFIC, DFAU, DFSD 13F-HR 8/8/2024 000195011824000006
Q1 2024 63 387,049 DFCF, DFIC, DFSD, DFAU 13F-HR 5/16/2024 000195011824000005
Q4 2023 61 323,119 DIMENSIONAL ETF TRUST, DFIC, DFAU, DFLV 13F-HR 2/9/2024 000195011824000001
Q3 2023 60 261,429 DIMENSIONAL ETF TRUST, DFIC, DFAU, DFLV 13F-HR 10/12/2023 000195011823000006
Q2 2023 56 233,093 DIMENSIONAL ETF TRUST, DFIC, DFAU, DFAT 13F-HR 10/12/2023 000195011823000005
Q1 2023 45 216,563 DIMENSIONAL ETF TRUST, DFIC, DFAU, DFUV 13F-HR 5/12/2023 000195011823000004
Q4 2022 40 191,192 DIMENSIONAL ETF TRUST, DFIC, DFUV, DFAU 13F-HR 1/31/2023 000195011823000002