EnRich Financial Partners LLC - Portfolio overview

EnRich Financial Partners LLC has 66 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFEM - DIMENSIONAL ETF TRUST, 11.64%
2. DFIC - DIMENSIONAL ETF TRUST, 10.55%
3. DFAT - DIMENSIONAL ETF TRUST, 8.63%

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

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