BetterWealth, LLC - Portfolio overview

BetterWealth, LLC has 89 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 21.52%
2. DFAX - DIMENSIONAL ETF TRUST, 12.11%
3. VBIL - VANGUARD INSTL INDEX FD, 9.70%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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