Top 50 WPWealth LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFIC | DIMENSIONAL ETF TRUST | 13.68% | 2.52M | $89.5M | -0.02%(-443) | $23.51(+59.95%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 12.89% | 2.00M | $84.3M | +0.52%(+10.39K) | $41.54(+1.56%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 12.84% | 1.86M | $84.0M | +5.50%(+97.04K) | $34.36(+50.00%) | 2026-03-31 | |
| DFGP | DIMENSIONAL ETF TRUST | 9.8% | 1.19M | $64.1M | +5.29%(+59.63K) | $54.13(+0.44%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 8.85% | 1.21M | $57.9M | +3.31%(+38.79K) | $47.17(+1.23%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 4.52% | 873.4K | $29.6M | +1.03%(+8.87K) | $23.12(+68.00%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 4.51% | 825.7K | $29.5M | -6.89%(-61.05K) | $1491.48(-97.34%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 4.45% | 600.5K | $29.1M | +3.48%(+20.18K) | $37.04(+48.07%) | 2026-03-31 | |
| DFGR | DIMENSIONAL ETF TRUST | 3.91% | 963.3K | $25.6M | +3.42%(+31.82K) | $25.27(+16.12%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 3.77% | 670.7K | $24.7M | +10.60%(+64.26K) | $35.34(+17.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.39% | +27.33% |
| Top 20 Holdings Unweighted | +11.57% | +38.87% |
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