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WPWealth LLP

Portfolio Manager
WPWealth LLP
Performance
+0.37% (2026 Q1)
AUM (13F)
$654.25M
# of Holdings
97
Performance Rank
Allocation (Top 20)
90.42%

WPWealth LLP Holdings Map

Top 50 WPWealth LLP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFIC
DIMENSIONAL ETF TRUST
13.68%2.52M$89.5M
-0.02%(-443)
2025-Q1: 2.46M shares2025-Q2: 2.44M shares2025-Q3: 2.53M shares2025-Q4: 2.52M shares2026-Q1: 2.52M shares
$23.51(+59.95%)
2026-03-31
DFCF
DIMENSIONAL ETF TRUST
12.89%2.00M$84.3M
+0.52%(+10.39K)
2025-Q1: 2.82M shares2025-Q2: 1.89M shares2025-Q3: 1.96M shares2025-Q4: 1.99M shares2026-Q1: 2.00M shares
$41.54(+1.56%)
2026-03-31
DFAU
DIMENSIONAL ETF TRUST
12.84%1.86M$84.0M
+5.50%(+97.04K)
2025-Q1: 1.29M shares2025-Q2: 1.48M shares2025-Q3: 1.64M shares2025-Q4: 1.77M shares2026-Q1: 1.86M shares
$34.36(+50.00%)
2026-03-31
DFGP
DIMENSIONAL ETF TRUST
9.8%1.19M$64.1M
+5.29%(+59.63K)
2025-Q1: 75.1K shares2025-Q2: 845.7K shares2025-Q3: 947.6K shares2025-Q4: 1.13M shares2026-Q1: 1.19M shares
$54.13(+0.44%)
2026-03-31
DFSD
DIMENSIONAL ETF TRUST
8.85%1.21M$57.9M
+3.31%(+38.79K)
2025-Q1: 1.07M shares2025-Q2: 1.02M shares2025-Q3: 1.09M shares2025-Q4: 1.17M shares2026-Q1: 1.21M shares
$47.17(+1.23%)
2026-03-31
DFAE
DIMENSIONAL ETF TRUST
4.52%873.4K$29.6M
+1.03%(+8.87K)
2025-Q1: 862.2K shares2025-Q2: 840.5K shares2025-Q3: 868.6K shares2025-Q4: 864.5K shares2026-Q1: 873.4K shares
$23.12(+68.00%)
2026-03-31
DFLV
DIMENSIONAL ETF TRUST
4.51%825.7K$29.5M
-6.89%(-61.05K)
2025-Q1: 1.50M shares2025-Q2: 1.14M shares2025-Q3: 1.05M shares2025-Q4: 886.7K shares2026-Q1: 825.7K shares
$1491.48(-97.34%)
2026-03-31
DFUV
DIMENSIONAL ETF TRUST
4.45%600.5K$29.1M
+3.48%(+20.18K)
2025-Q1: 341.7K shares2025-Q2: 484.2K shares2025-Q3: 536.3K shares2025-Q4: 580.3K shares2026-Q1: 600.5K shares
$37.04(+48.07%)
2026-03-31
DFGR
DIMENSIONAL ETF TRUST
3.91%963.3K$25.6M
+3.42%(+31.82K)
2025-Q1: 759.9K shares2025-Q2: 811.8K shares2025-Q3: 868.9K shares2025-Q4: 931.5K shares2026-Q1: 963.3K shares
$25.27(+16.12%)
2026-03-31
DUHP
DIMENSIONAL ETF TRUST
3.77%670.7K$24.7M
+10.60%(+64.26K)
2025-Q1: 55.2K shares2025-Q2: 407.8K shares2025-Q3: 516.7K shares2025-Q4: 606.4K shares2026-Q1: 670.7K shares
$35.34(+17.69%)
2026-03-31

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